Catch follow-up needs in credential interactions
Bring a credential's interaction events into a scheduled report so follow-up decisions are easier to make.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credential Interactions
Lists interaction events for a specific credential.
Why this helps
Interaction history can be easy to miss when it lives in a separate credential record.
- Collects interaction events for a specific credential.
- Turns returned history into a concise follow-up summary.
- Creates a regular review point for credential activity.
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.
- 3Name the credential to review and ask Notis to summarize interaction events and any prospect follow-up implied by them.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test with one real credential and verify the interaction summary.
Questions about this workflow
What history can this action retrieve?
It lists interaction events for a specific credential, with optional filtering and pagination.
Does it create follow-up messages?
No. It retrieves interaction events and Notis can summarize the returned information. Any outreach action would need to be handled separately.
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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