Keep credential records visible across relationships
Review the credential inventory on a recurring schedule and surface records that deserve a relationship follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Credential records and relationship context can drift apart when no one has time to check them together.
- Retrieve paginated credentials for a regular inventory review.
- Summarize returned credential records for follow-up.
- Make unavailable relationship context explicit instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Certifier once in the Notis portal.
- 2Create an automation from Automations, New Automation, or by asking Notis in any channel.
- 3Tell Notis to list Certifier credentials on schedule and summarize the returned records for follow-up against any Affinity context you supply.
- 4Pick a recurring schedule and a destination for run reports.
- 5Test once and check that the report accurately reflects the returned credential inventory.
Questions about this workflow
Does the list include every credential in one response?
The list is paginated, so the automation should account for pagination when reviewing the inventory.
Will it match every credential to an Affinity contact?
The matching fields are not specified. The workflow can only connect records using information available in the results or supplied in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Certifier. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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