Check campaign recipients against Certifier records
Review whether the recipients you care about already have matching credentials.
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
Checking recipient records one by one adds manual work and makes duplicate follow-up easier to miss.
- Search credentials with criteria based on recipient information supplied to Notis.
- Get a recurring report of matching records.
- Spot existing credentials before planning another issuance.
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 recipient check.
- 3Describe which recipient details to check and what credential matches to report.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real recipient and verify the search results.
Questions about this workflow
Can the automation read an AimTell campaign roster automatically?
No AimTell action or trigger is specified here. Provide the relevant recipient details to the automation through an available input or process.
Does this workflow issue credentials?
No. It uses Certifier Search Credentials to find records and report matches.
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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