Spot credential engagement that deserves a follow-up
Review interaction events for selected credentials and bring the useful context into a simple follow-up report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credential Interactions
Lists interaction events for a specific credential.
Why this helps
Credential engagement signals can be easy to miss when they sit outside the deal relationship workflow.
- Retrieve interaction events for a specific credential.
- Summarize returned events for relationship follow-up.
- Use optional filters and pagination where applicable.
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 to create it in plain language.
- 3Describe that Notis should retrieve interaction events for the credential identifiers you provide and summarize useful follow-up with available Affinity context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real credential identifier and inspect the returned interactions.
Questions about this workflow
Can it review every credential's interactions automatically?
The interaction action requires a specific credential. Supply the credential identifier or other supported identifying details in the automation prompt.
Does an interaction prove a person is interested?
No. The workflow should summarize the events returned without inferring intent beyond the data.
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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