Check credential records before prospect follow-up
See whether a prospect already has a matching credential before you plan your next outreach step.
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
Without a quick record check, you may overlook existing credentials while preparing prospect follow-up.
- Surfaces matching records for review on a recurring schedule.
- Helps avoid redundant credential outreach.
- Keeps prospect research and credential checks in one report.
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.
- 3In one instruction, describe which prospect details to check and what matching Certifier credentials to report.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test with one real prospect and review the matches.
Questions about this workflow
Does this issue or change credentials?
No. The selected Certifier action searches credentials using criteria. The automation reports results for review.
Can Notis search Aeroleads automatically on the schedule?
The provided Aeroleads description supports lead discovery and contact enrichment through its MCP or API, but no native trigger event is listed. State the prospect source and criteria in your instruction and test the returned data.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Certifier.