Find credential records while handling a recipient request
Answer credential questions with a targeted search instead of switching tools and searching from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
Recipient credential questions interrupt focused work when relevant records are hard to locate quickly.
- Search for credentials with recipient criteria.
- Reduce context switching during a support handoff.
- Keep the result limited to matching records returned by Certifier.
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 to search Certifier for credentials matching the recipient criteria in the request and summarize the returned records.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real recipient request and verify the matching results.
Questions about this workflow
Can it search on recipient information?
The advanced Search Credentials action supports recipient criteria.
Does this respond to the customer automatically?
No customer communication action is listed. The workflow searches and summarizes the returned credential records for your chosen run report channel.
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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