Get a scheduled view of your Dock cert inventory
See credential metadata on a predictable schedule, so reviewing client and policy work does not depend on remembering a separate Dock certs check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Credentials
Lists metadata for verifiable credentials.
Why this helps
Credential inventories are easy to overlook when client and policy work already spans multiple systems.
- Retrieve credential metadata for a recurring review.
- Receive a concise report without manually opening Dock certs.
- Spot inventory details that need follow-up during AgencyZoom client work.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Dock cert metadata and summarize the inventory for review with AgencyZoom client work.
- 4Choose a recurring schedule, then choose where run reports go.
- 5Test with one real example and confirm the returned metadata is useful.
Questions about this workflow
Does this workflow find credentials by AgencyZoom client?
Not by itself. The listed Dock certs action retrieves credential metadata; matching credentials to AgencyZoom records requires an identifier or mapping supplied by you.
Does it retrieve the full credential?
No. This action retrieves credential metadata. A separate retrieve-by-ID action is available when you have a credential ID.
Can I choose a recurring time?
Yes. Select a recurring schedule when creating the automation in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dock certs. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Creates a new API key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook endpoint.
Delete API Key
Deletes an API key.
Delete Credential
Deletes a verifiable credential.
Delete Tag
Permanently deletes a tag.
Delete Webhook
Deletes a webhook.
Retrieve API Key
Retrieves details about an API key.
Retrieve API Keys
Lists all API keys for the account.
Connect any two apps with Notis in the middle.
Agencyzoom and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dock certs.