See which investor credentials need attention
Schedule a focused search for investor credentials, then review the results with the corresponding Affinity context supplied to Notis.
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
Checking credential status across investor relationships can become another recurring task to remember.
- Search credentials using advanced filters and criteria.
- Bring relevant results into a scheduled review.
- Highlight missing search criteria or unavailable Affinity context in the report.
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 using the investor criteria you provide and summarize relevant results with available Affinity context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real search criterion and review the returned credentials.
Questions about this workflow
Can the search find credentials from an Affinity deal automatically?
Affinity has no listed trigger events, and its available search interface is not described here. Provide the investor criteria or relevant Affinity context in the prompt.
What can the Certifier search filter?
The search supports advanced filters and criteria, including properties such as status, recipient, and dates.
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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