Bring a prospect's credential details into lead review
Send a credential ID with a prospect review request and retrieve its available Dock certs details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Credential
Retrieves a verifiable credential by its unique ID.
Why this helps
Credential identifiers and prospect context often live in separate places, slowing down a decision that should be straightforward.
- Fetch credential details from its unique ID during prospect review.
- Keep the lookup attached to a specific incoming review request.
- Know when a password is needed to retrieve the full persisted credential.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dock certs once in the Notis portal.
- 2Create an automation that retrieves the Dock certs credential identified in a prospect review request.
- 3Pick the webhook trigger and include the credential ID in each request.
- 4Choose where run reports go, then test with one real credential ID.
Questions about this workflow
What information does the webhook need?
Include the credential's unique ID. If it was persisted using a password and you need the full credential, include that same password in the request.
Will this find a credential from an email address alone?
No. Dock certs retrieves a credential by its unique ID; the workflow cannot infer that ID from an Aeroleads lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dock certs. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Creates a new API key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook endpoint.
Delete API Key
Deletes an API key.
Delete Credential
Deletes a verifiable credential.
Delete Tag
Permanently deletes a tag.
Delete Webhook
Deletes a webhook.
Retrieve API Key
Retrieves details about an API key.
Retrieve API Keys
Lists all API keys for the account.
Connect any two apps with Notis in the middle.
Aeroleads and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dock certs.