Keep credential records on your review list
Set a recurring review to retrieve credential records and check the contact details you supply, so follow-up items are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Credential record reviews slip when they depend on someone remembering to open multiple tools.
- Put credential record review on a recurring schedule.
- Summarize retrieved credential records for a focused review.
- Check supplied contact details with Addressfinder when available.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the recurring record review.
- 3Tell Notis to retrieve Certifier credentials and, for recipient contact details supplied for the review, check email or phone details with Addressfinder and summarize items to follow up.
- 4Choose a recurring schedule and where run reports go.
- 5Test with one real review example and confirm the request supplies relevant contact details.
Questions about this workflow
Does Certifier return recipient contact details for every record?
This workflow only checks details available in the returned records or supplied for the review. Missing contact details must be provided separately.
Can the credential list be paginated?
Yes. The List Credentials action retrieves paginated credentials.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Certifier. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Sends a published credential by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
List Attributes
List available credential attributes.
List Credential Interactions
Lists interaction events for a specific credential.
List Credentials
Lists credentials.
List Designs
Lists certificate and badge designs.
List Groups
Lists groups.
List Email Templates
List email templates available for credential delivery.
Connect any two apps with Notis in the middle.
Addressfinder and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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