Prepare credential records for an audit
Gather credential records for a requested audit review without manually assembling a list first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credentials
Lists credentials.
Why this helps
Preparing for a credential review can mean piecing records together through repetitive list browsing.
- Gather credential records on request
- Summarize returned records for review
- Reduce manual audit preparation
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: retrieve credential records and summarize the returned data for the requested audit preparation.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real audit preparation request.
Questions about this workflow
Does this certify that records are complete?
No. It summarizes the records returned by Certifier. Completeness depends on pagination and the requested scope.
Can it compare records with an external roster?
Only if that roster is supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Certifier. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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