Review credential inventory after importing prospects
Use your lead import handoff to refresh credential inventory and spot records that need attention before outreach.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credentials
Lists credentials.
Why this helps
Imported prospects and existing credentials can be reviewed separately, leaving gaps before outreach starts.
- Adds an inventory review to the lead import process.
- Retrieves credential records with pagination.
- Highlights records for human review before outreach.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Describe the imported lead cohort and ask Notis to list credentials relevant to the review.
- 4Choose a Notis webhook trigger and call it after the import is complete.
- 5Choose where run reports go, then test against one completed import and inspect the report.
Questions about this workflow
Can the automation match every imported lead to credentials?
It can analyze the returned data, but the matching criteria and prospect details must be available in the automation context.
Does this change credential records?
No. The selected action lists credentials for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Certifier. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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