Keep a regular view of Dock certs credentials
Set a recurring review that gathers credential metadata and reports what matches the criteria you care about.
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
Credential inventory checks are easy to postpone when they depend on someone remembering to open another system.
- Make inventory review a routine instead of a reminder
- Summarize metadata against criteria you provide
- See each run's outcome in your chosen report channel
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 inventory review.
- 3Tell Notis to retrieve credential metadata and summarize the fields and filters that matter to your review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned metadata is useful.
Questions about this workflow
Can this report credential expiry dates?
Only if the returned credential metadata includes expiry information. If it is not returned, provide the relevant data another way or omit that analysis.
Can I set a different review audience instead of changing the task?
A schedule alone does not create a distinct workflow. Make the instruction useful by specifying a real inventory question or decision.
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
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dock certs.