Collect credential metadata for prospect due diligence
Start a credential review from a prospect workflow and collect the Dock certs metadata you need to inspect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Credentials
Lists metadata for verifiable credentials.
Why this helps
A due diligence review can become a sequence of manual searches when credential records are handled separately from lead research.
- Retrieve credential metadata for a requested review.
- Support optional pagination or filtering when applicable.
- Keep the lookup purpose and returned details together in one run.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dock certs once in the Notis portal.
- 2Create an automation to retrieve credential metadata for a prospect due diligence request.
- 3Pick the webhook trigger and state any supported pagination or filtering needs in the request.
- 4Choose where run reports go, then test with one real review.
Questions about this workflow
Does this return full credential contents?
This action retrieves credential metadata. Use the single-credential retrieval action when you have a credential ID and need to retrieve that record.
Can the workflow retrieve only a prospect's credentials by email?
Only use filtering supported by Dock certs. The action description does not specify email matching, so provide valid filters rather than assuming email lookup is available.
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.