Find date specific credentials that need review
Use a recurring date window to find credential records that deserve a closer look.
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
Date based credential follow-up is easy to miss when it depends on someone repeating the same search manually.
- Search using date criteria supported by the advanced credential search.
- Turn recurring date checks into a review report.
- Make the date window explicit in the automation prompt.
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 the date criteria and credential records to find, and how to summarize matches with any relevant Agiled context you provide.
- 4Pick the Notis cron trigger, choose a schedule, and choose where run reports should go.
- 5Test with one known credential in the requested date window.
Questions about this workflow
Does the search determine expiration dates automatically?
The action supports advanced criteria including dates, but the prompt must specify the date logic you want and the returned data must support it.
Can this update the matching Agiled records?
No Agiled update action is listed. This workflow searches Certifier and reports matches for follow-up.
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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