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Find a recipient's credential records

Find matching credential records from a request without manually paging through a general list.

Trigger

Webhook received

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

Action

Search Credentials

Search credentials matching criteria such as status, recipient, or date.

Why this helps

Locating one person's award in a broad credential list interrupts work and invites missed records.

  • Use advanced credential search criteria
  • Summarize matching records
  • Keep recipient lookups focused

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: search credentials using supported recipient criteria and summarize matches.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real recipient search.

Questions about this workflow

Can the workflow search on any recipient detail?

It can use criteria supported by Certifier's advanced search. Provide any missing details needed for the search.

Will it issue a new credential?

No. It searches existing credential records.

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.

TriggerScheduled

Send a Credential

Sends a published credential by email.

ActionInstant

Webhook trigger

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

TriggerInstant

Create, issue, and send credential

Creates, issues, and sends a credential in one action.

ActionInstant

List Attributes

List available credential attributes.

ActionInstant

List Credential Interactions

Lists interaction events for a specific credential.

ActionInstant

List Credentials

Lists credentials.

ActionInstant

List Designs

Lists certificate and badge designs.

ActionInstant

List Groups

Lists groups.

ActionInstant

List Email Templates

List email templates available for credential delivery.

ActionInstant

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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