Review credential follow-up once a week
A short weekly pass can surface signed documents that still need a credential check, before they disappear into an inbox or task list.
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
Small follow-ups around signed documents can become scattered across a busy week.
- Bundle credential lookups into one predictable review.
- Reduce repeated context switching during the week.
- Give the founder a focused report of recent completion follow-ups.
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 review recent Oksign completions and retrieve related Truvera credential metadata.
- 3Choose a weekly recurring schedule as the trigger.
- 4Choose a channel for the report and test the prompt against one recent signed document.
Questions about this workflow
How often does it run?
Choose the weekly schedule that fits your review routine when creating the automation.
Does this create missing credentials?
No. It retrieves credential metadata for review; issuing credentials is not among the listed Truvera actions.
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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