Check credential records alongside partner results
Make recurring recognition reviews easier to pick up. Notis can search Certifier records using criteria you provide and report what it finds.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
A periodic partner review can become a manual search across performance notes and credential records.
- Bring relevant credential records into a recurring review.
- Use search criteria your team defines for the review.
- Get a report without manually searching Certifier each time.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Certifier once in Notis.
- 2Create an automation with an instruction to review the affiliate results or eligibility data you supply and search matching Certifier credentials.
- 3Pick a recurring schedule for the review.
- 4Choose where run reports should go.
- 5Test with one real partner and confirm the search results are useful.
Questions about this workflow
Can this workflow calculate eligibility from Adtraction automatically?
Only if the results or criteria are provided to the automation. The listed Certifier action searches credential records; it does not retrieve Adtraction data.
What does the search action do?
It searches credentials using advanced filters and criteria, such as status, recipient, dates, or other supported properties.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Certifier. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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