Review customer credential records on a schedule
Have Notis periodically search Certifier for the credential records you care about and summarize the results with your Agile CRM context.
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 whether customer credentials exist or have the expected status can become a scattered, repetitive review task.
- Surface credentials matching the criteria you specify.
- Get a consistent scheduled summary for customer follow-up.
- Bring CRM context into the review when you supply it to Notis.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Certifier once in Notis.
- 2Create an automation in Notis by naming it and describing the outcome in plain language.
- 3In one instruction, ask Notis to search Certifier credentials using the criteria you provide and summarize results with any Agile CRM context you supply.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real set of search criteria and customer context.
Questions about this workflow
Does this automatically read Agile CRM records?
No Agile CRM trigger or read action is specified for this workflow. Provide the relevant CRM context to Notis, and it can search Certifier using the criteria you supply.
Can it search by any field I want?
The action supports advanced credential filters and criteria. The available fields and supported query details depend on Certifier's search capability; use criteria it supports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Certifier. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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