Check credential history before your next prospect touch
Put credential interaction history beside the outreach handoff to help your next step use the context already available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credential Interactions
Lists interaction events for a specific credential.
Why this helps
A new prospect touch can miss relevant credential interactions when history is checked only in Certifier.
- Retrieves events for the specified credential.
- Summarizes context at the outreach handoff.
- Reduces repeated manual searching before follow-up.
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.
- 3Specify the credential to inspect and ask Notis to summarize interaction events relevant to the next prospect touch.
- 4Choose a Notis webhook trigger and call it before the outreach handoff.
- 5Choose where run reports go, then test with one real credential and review the summary.
Questions about this workflow
Does the workflow send prospect outreach?
No. It retrieves and summarizes credential interaction history. The listed target actions do not send Aeroleads outreach.
What does the interaction lookup need?
It retrieves interaction events for a specific credential, so identify the credential in the instruction or request 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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