Find credential records that need a closer look
Ask Notis to collect credential metadata and bring the records matching your review rules to the surface.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Credentials
Tool to retrieve a list of credential metadata. Use when you need to collect credential details with optional pagination or filtering after authentication.
Why this helps
Teams can spend too much time scanning credential lists to find a small number of records needing attention.
- Focus the report on specific review criteria
- Reduce time spent scanning a full metadata list
- Identify when returned fields are insufficient to evaluate a rule
Setup
Build it in a few focused steps.
- 1Connect Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the exception review.
- 3Tell Notis to retrieve credential metadata and report only records matching the exception rules you specify.
- 4Pick a recurring schedule and choose the run report destination.
- 5Test with one real run and check that the required fields are present.
Questions about this workflow
Can I ask for expired credentials?
Only if expiry dates are included in the returned metadata. The test run can confirm whether that field is available.
Will this revoke exception records automatically?
No. It retrieves metadata for review. The listed actions do not include a credential revocation action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dock certs. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.
Contact Created Trigger
Contact Created Trigger
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
Retrieve API Keys
Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.
Connect any two apps with Notis in the middle.
Hubspot and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dock certs.