Keep credential readiness checks aligned with available attributes
Use a recurring attribute reference to prepare prospect details with fewer surprises at issue time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Attributes
List available credential attributes.
Why this helps
Credential preparation can be inconsistent when teams rely on stale assumptions about required details.
- Refreshes the attribute reference on a chosen schedule.
- Supports consistent readiness checks for prospect credentials.
- Makes data preparation easier to review.
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.
- 3Ask Notis to list available attributes and summarize what to check when preparing prospect credentials.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test and confirm the reference supports your preparation process.
Questions about this workflow
Can Notis determine which attributes are mandatory?
The action lists available attributes. Include any required-field rules you know in your instruction.
Does this workflow process prospects?
It creates an attribute reference. Prospect details and readiness criteria need to be supplied 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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