Keep active prospect credential records in view
A scheduled record review keeps credential context visible while active prospect work moves forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Active prospect work changes quickly, and credential records can fall out of view between follow-up tasks.
- Creates a recurring review of credential records.
- Surfaces relevant records for active prospect work.
- Converts a broad inventory into a concise 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.
- 3Describe which prospects are active and ask Notis to list and summarize relevant credentials.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test with one real prospect and review the results.
Questions about this workflow
Will it automatically know which prospects are active?
Only if that information is provided in the automation context or instruction. The listed Certifier action retrieves credentials.
Can I change the review frequency?
Yes. Choose the recurring schedule that fits your review cadence.
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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