Find credentials that need a founder's attention
Get a scheduled view of credential records that need follow-up, without reopening the same searches by hand.
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
Credential follow-up gets lost when status checks depend on remembering which records to revisit.
- Surface credentials matching your specified search criteria.
- Reduce repeated manual status checks.
- Use the run report to identify records that need review.
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 Certifier credentials to search for and how to summarize results alongside any relevant Agiled context you provide.
- 4Pick the Notis cron trigger, choose a schedule, and choose where run reports should go.
- 5Test with one real example and check that the search criteria return the records you expect.
Questions about this workflow
Can the search use credential status, recipient, or dates?
The Search Credentials action supports advanced filters including status, recipient, dates, and other properties.
Does this automatically update Agiled?
No. This workflow searches Certifier and reports findings. Any Agiled context must be available to the automation; no Agiled trigger or update action is listed.
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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