Search credential records on a schedule
Set a regular review in motion so specific credential records are easier to find when you need them.
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
Finding credentials across statuses, recipients, and dates can turn a quick check into a manual search session.
- Find credentials using advanced search criteria.
- Bring recurring record reviews into a predictable routine.
- Reduce time spent locating records by hand.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: search credentials using the stated status, recipient, date, or other supported criteria and summarize the matching records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of search criteria.
Questions about this workflow
What kinds of criteria can the search use?
Certifier's search supports advanced filters and criteria, including status, recipient, dates, and other properties.
Can the workflow use criteria I have not supplied?
No. Provide the criteria you want to search for; the automation should not assume an unstated baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Certifier. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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