Bring party credential records into review
Ask Notis to gather relevant credential metadata when an agreement process needs a party's credentials checked.
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
A founder can spend time searching credential records after already switching from a contract conversation to an admin task.
- Collect relevant credential metadata for a targeted review.
- Reduce manual searching across disconnected work.
- Keep a clear audit prompt and result in the selected channel.
Setup
Build it in a few focused steps.
- 1Connect Oksign and Truvera to Notis once in the portal.
- 2Create an automation or ask Notis to retrieve relevant Truvera credential metadata when an Oksign-connected service sends a party reference for review.
- 3Select an incoming webhook trigger and configure the service to send only the reference needed to locate relevant records.
- 4Choose where run reports should arrive and test with an appropriate party reference.
Questions about this workflow
Can Truvera search by any party detail?
The workflow can use only filters supported by the available credential listing and the context provided to Notis.
Does the lookup establish a party's legal identity?
No. Credential metadata is information for review and is not a legal identity determination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Oksign to Truvera. A trigger fires from one place; an action lands in another.
Oksign triggers
Truvera 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.
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
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.
Oksign and Truvera, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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