Turn credential searches into clear follow-up
Search for credentials by the criteria you care about and get a concise report for the next relationship step.
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
Relevant credentials can be hard to find when status, recipient, or date criteria are spread across different checks.
- Search using advanced criteria and logical operators.
- Review results by supplied status, recipient, date, or other supported properties.
- Report when the search criteria or relationship context needs clarification.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3In one instruction, ask Notis to search Certifier credentials on schedule using the criteria you specify and summarize relevant Affinity follow-up.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real criteria set and inspect the matching results.
Questions about this workflow
Can I search by any Affinity field?
Only Certifier search criteria are specified here. Affinity's available fields are not listed, so provide any relationship context needed for the summary.
Can this update the Affinity pipeline?
No. This workflow searches Certifier and reports findings; no Affinity action is available in the provided events.
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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