Review credential inventory before campaign planning
Bring a current credential inventory into your campaign planning routine.
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
Planning outreach without a current credential inventory can lead to avoidable record checks and follow-up.
- Retrieve a paginated list of credentials for review.
- Summarize records against campaign criteria you provide.
- Receive the review in a recurring run report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the inventory review.
- 3Describe which credential inventory is relevant to your campaign and what to summarize.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real run and confirm the report is useful for planning.
Questions about this workflow
Can the list identify campaign relevance by itself?
Only if you tell Notis the criteria to use and the returned credential data supports them.
Does this create or send a credential?
No. It retrieves credentials for review and reporting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Certifier. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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