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Review email template options for pending credential requests

Keep delivery options visible while reviewing pending requests, without repeatedly searching for the available templates.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Email Templates

List email templates available for credential delivery.

Why this helps

Pending credential requests can wait while someone searches for the right email template or checks which options exist.

  • Retrieve available Certifier email templates for delivery planning.
  • Review template options alongside pending AnyDB requests.
  • Give the team a scheduled report to support delivery decisions.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Certifier once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to list available Certifier email templates and summarize the options alongside relevant pending AnyDB requests for human review.
  • 4Choose the Notis cron trigger and set the review schedule.
  • 5Choose where run reports go, then test with one real pending request.

Questions about this workflow

Does this workflow send the credential using a template?

No. Its Certifier action lists email templates. Sending a credential requires a separate send action and a published credential.

Will it identify the best template automatically?

It can summarize available options using the information in the request, but a person should review the choice.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Certifier. A trigger fires from one place; an action lands in another.

AnyDB 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.

AnyDB and Certifier, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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