Collect credential metadata when a review starts
Make credential metadata available at the start of a review, without a separate manual list lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 review gets delayed when reviewers have to pause and manually collect records before they can begin.
- Start a metadata retrieval when a request arrives
- Summarize returned records against your stated review question
- Keep each review's results in its run report
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 metadata request.
- 3Tell Notis to retrieve Dock credential metadata and summarize records relevant to the incoming review request.
- 4Pick a webhook trigger and choose the run report destination.
- 5Test with one real request and confirm the returned metadata answers the review question.
Questions about this workflow
Can the request filter credentials?
The action supports optional pagination or filtering. State the desired filter in your instruction when the action supports it and the request provides the needed value.
Will this decrypt every credential?
No. This action retrieves credential metadata. Full credential retrieval uses a different action and may require a matching password.
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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No card. Works with personal or business Dock certs.