Surface credential status exceptions for review
Give unusual credential statuses a regular review so the records needing attention do not blend into routine work.
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
Status exceptions are easy to miss when someone has to remember a custom search and compare results manually.
- Use supported status criteria in an advanced credential search.
- Bring matching records into a recurring review.
- Focus attention on results that meet your stated exception rule.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which credential statuses count as exceptions and how to summarize matching search results with any Agiled context you provide.
- 4Pick the Notis cron trigger, choose a schedule, and choose where run reports should go.
- 5Test with one known credential status and verify the search results.
Questions about this workflow
Can this infer which statuses are exceptions?
You must state the exception criteria in the prompt. The search returns records matching supported criteria.
Will it change credential status?
No. The listed action searches credentials and reports results; it does not modify status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Certifier. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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