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Review credential status on a schedule

Get a regular view of credentials matching your chosen criteria without manually rerunning searches.

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

Credential status checks can become a recurring admin task that gets delayed or overlooked.

  • Search credentials using advanced criteria
  • Get recurring visibility into matching records
  • Surface search results in a run report

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 by the supported status or recipient criteria and summarize matching results.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real search example.

Questions about this workflow

Can the search use any field?

Use criteria supported by Certifier's advanced credential search. If a needed field is unavailable, provide it or treat it as missing.

Does this send or change credentials?

No. This workflow searches credentials and summarizes the returned results.

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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