Search credential records against your qualification criteria
Bring relevant credential records into your qualification review, with search criteria described in plain language.
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
Qualification work gets fragmented when credential evidence sits outside the lead review.
- Uses advanced credential search criteria.
- Supports a recurring qualification review.
- Summarizes matching records for a focused decision.
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.
- 3State the prospect criteria and ask Notis to search credentials and summarize relevant matches.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test with a real qualification example and check the returned matches.
Questions about this workflow
What can the advanced search filter?
It supports complex queries using properties such as status, recipient, dates, and other credential attributes.
Will it infer missing qualification data?
No. Include the criteria and relevant prospect data in your instruction or automation context.
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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