Find the right credential when a client needs an update
Search credential records from a client follow-up request and get the matching details together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
Finding a client's existing award or credential can turn a simple follow-up into a multi-screen search.
- Search by supplied recipient or credential criteria.
- Reduce time spent locating a specific record.
- Give follow-up work a consistent starting point.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Certifier to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and name it for credential lookup.
- 3Tell Notis to search Certifier credentials using only the client details and filters included in the request, then summarize matches.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the result matches the supplied search criteria.
Questions about this workflow
What criteria can the search use?
Use details or filters supplied in the request, such as recipient, status, or dates. The search action supports advanced criteria, but the workflow should not assume missing client data.
Will this issue a new credential?
No. This workflow searches existing credentials and summarizes the matching results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Certifier. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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