Get a scheduled view of your credential inventory
See what credentials are in Certifier without remembering to open another dashboard.
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 inventory checks get postponed when they depend on someone remembering to review a separate system.
- Bring the credential inventory into a scheduled review.
- Reduce manual dashboard checks.
- Use Notis to summarize the returned credential data.
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 the inventory review.
- 3Tell Notis to retrieve the paginated Certifier credential list and summarize the returned results for your agency.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check that the summary reflects the returned credentials.
Questions about this workflow
Does this workflow change credentials?
No. It uses the List Credentials action to retrieve a paginated list for review.
Can the summary include AgencyZoom data too?
Only if you provide or request AgencyZoom data through the connected source. This workflow's specified Certifier action returns credentials.
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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