Review credential records tied to document processing
Ask Notis to periodically search Certifier for credential records using criteria relevant to your Affinda document workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
Credential records and document processing history can become difficult to reconcile when teams check them only by hand.
- Run a recurring review without manually opening credential records one by one.
- Search credentials using supported filters and criteria.
- Surface findings in a run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe which Certifier credentials to search and what findings to report.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real search example.
Questions about this workflow
Does this search read Affinda processing history automatically?
The available Certifier action searches credentials. Any Affinda context or criteria not supplied in the workflow must be provided by you.
Can the search check credential status or recipients?
The action supports advanced filters and criteria, including properties such as status and recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Certifier. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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