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Review Credential Issuance Records on a Schedule

A recurring search can surface credential records that match your review criteria without a manual portal check.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Credentials V2

Searches credentials using advanced filters.

Why this helps

Credential reviews get pushed aside when they depend on someone remembering to open another dashboard.

  • Run credential searches on a recurring schedule.
  • Use supported query criteria such as group, recipient, or dates.
  • Get a report of matching records.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Accredible certificates once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language.
  • 3Describe the credential criteria to search and how to summarize matches.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real search.

Questions about this workflow

Can the search use date or recipient criteria?

The v2 search supports filters including group, recipient, dates, and other attributes with supported operators.

Does the workflow change credentials?

No. This workflow searches and reports matching records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Accredible certificates. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Accredible certificates actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Bulk Create Credentials (V2)

Creates multiple credentials in one batch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Group

Creates a copy of an existing group.

ActionInstant

Create Collection

Creates a collection to organize groups.

ActionInstant

Create Attribute Key

Create a custom credential attribute key; a department is required.

ActionInstant

Create Evidence Item

Creates an evidence item for a credential.

ActionInstant

Create Group

Creates a new group.

ActionInstant

Create Credential

Create a credential for a recipient; the group must exist first.

ActionInstant

Delete Credential

Permanently deletes a credential.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Accredible certificates, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Accredible certificates.