Find matching credentials for recipients tracked in AnyDB
Ask for a focused credential search and get the results in a report without manually repeating 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
Finding a recipient's credential status can mean hunting through records and trying the same search criteria in Certifier.
- Search using available recipient, status, date, or other supported criteria.
- Bundle search findings into a scheduled report.
- Make follow-up easier when many recipient records need checking.
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 use the relevant AnyDB recipient criteria to search Certifier credentials and summarize matches or unavailable results.
- 4Choose the Notis cron trigger and set the schedule for the review.
- 5Choose where run reports go, then test with one real recipient record.
Questions about this workflow
Can it search for a specific credential status?
Yes, the Certifier search action supports filters and criteria including status. The instruction should use only criteria available in the records and supported by the search.
Will it change the credentials it finds?
No. This workflow searches credentials and reports results; it does not update them.
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.
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.
AnyDB and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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