Keep a recurring view of credential records
Start a regular review with an up to date list of credential records, ready for a quick scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Credential catalogues can drift out of view between program launches and manual review sessions.
- Create a recurring review starting point.
- Reduce the effort of manually gathering credential records.
- Keep credential review connected to program operations.
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: retrieve paginated credentials and summarize the records relevant to the program review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review run and refine the scope using available credential details.
Questions about this workflow
Can this detect changes since the prior review?
Only if a comparison baseline is supplied or can be retained by your automation. The list action itself retrieves credentials and does not provide a baseline.
Can it update CMS content?
No. The available Certifier action lists credentials. The workflow can prepare a summary for review.
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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