Find a credential when a delivery question comes in
Start with the details already captured in the CMS, then search for matching credential records.
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
Answering a credential question can mean manually searching records without knowing where to begin.
- Search based on request details such as recipient or status.
- Reduce manual record hunting.
- Return matching records for a focused follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome in one instruction: search credentials using the supplied criteria and summarize matching records.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real credential question that includes searchable details.
Questions about this workflow
What criteria can the search use?
The action supports advanced filters and criteria. Supply the relevant known details in the request and summarize only the matches returned.
Will it send a credential to the recipient?
No. This action searches credentials. Email delivery requires the separate send action and a published credential.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Certifier. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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