Check credential details before issuing to a prospect
A quick attribute check before issuance can help you catch missing information while there is still time to resolve it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Attributes
List available credential attributes.
Why this helps
Missing credential details create avoidable backtracking when they are discovered at the point of issuance.
- Retrieves current available credential attributes.
- Adds a readiness check to the issuance handoff.
- Helps identify missing details before delivery.
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 credential and prospect details to check, and ask Notis to report gaps against available attributes.
- 4Choose a Notis webhook trigger and call it before issuance preparation.
- 5Choose where run reports go, then test with one real recipient and review any reported gaps.
Questions about this workflow
Does this action validate or edit recipient data?
It lists available attributes. Notis can compare those definitions to prospect details provided in the request and report possible gaps.
Will it issue the credential?
No. This workflow checks attributes before a separate issuance step.
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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