Put credential metadata review on a recurring schedule
Get a regular view of credential metadata so prospect-related credential follow-up does not disappear in a busy week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Credentials
Lists metadata for verifiable credentials.
Why this helps
When credential checks are handled only as they come up, outstanding review work can get lost among lead follow-ups.
- Retrieve a list of credential metadata for review.
- Use supported pagination or filters to handle the result set.
- Make credential review a predictable part of operations.
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 and summarize the returned records for review.
- 3Pick a recurring schedule that suits your review workload.
- 4Choose where run reports go, then test with one real run.
Questions about this workflow
Does this verify credentials automatically?
No. It retrieves metadata. Use Dock certs' Verify Credential or Presentation action when you have a credential or presentation to verify.
Does it find only credentials linked to Aeroleads leads?
The action retrieves credential metadata for the Dock certs account. A lead-to-credential relationship must be supplied or supported by returned data; do not assume it is inferred.
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.