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Notis

Know which credentials are available before outreach

Review the credential inventory before a prospect campaign begins, with the results gathered into one report.

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

Campaign planning slows down when you have to leave lead research to check credential availability.

  • Retrieves paginated credential records for review.
  • Adds an inventory check to the campaign launch handoff.
  • Reduces context switching during prospect planning.

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.
  • 3Ask Notis to list credentials and summarize the records relevant to the upcoming campaign.
  • 4Choose a Notis webhook trigger and call it when campaign preparation begins.
  • 5Choose where run reports go, then test with a real campaign and review the returned credentials.

Questions about this workflow

Can the action retrieve all credential pages?

The action lists credentials with pagination. Notis can use returned pages according to the instruction and report what it finds.

Does the action send credentials?

No. It lists credentials so you can review the inventory before the campaign.

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.

TriggerScheduled

Send a Credential

Sends a published credential by email.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create, issue, and send credential

Creates, issues, and sends a credential in one action.

ActionInstant

List Attributes

List available credential attributes.

ActionInstant

List Credential Interactions

Lists interaction events for a specific credential.

ActionInstant

List Credentials

Lists credentials.

ActionInstant

List Designs

Lists certificate and badge designs.

ActionInstant

List Groups

Lists groups.

ActionInstant

List Email Templates

List email templates available for credential delivery.

ActionInstant

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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