Make credential engagement easier to review monthly
Bring one program credential's interactions into a predictable monthly review instead of checking them only when asked.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credential Interactions
Tool to list credential interactions. use when you need to retrieve interaction events for a specific credential, with optional filtering and pagination.
Why this helps
Engagement details can stay hidden until someone remembers to open the credential record.
- Create a recurring review point for credential activity.
- Help teams spot interaction patterns over time.
- Make award follow-up easier to plan in advance.
Setup
Build it in a few focused steps.
- 1Connect Idealist and Certifier to Notis once in the portal.
- 2Create a monthly scheduled automation in the portal or ask Notis in plain language.
- 3Ask Notis in one instruction to list interactions for the selected Certifier credential associated with your Idealist program.
- 4Choose a monthly cron trigger and a report channel, then review the first snapshot.
Questions about this workflow
Does this cover every credential?
The interaction action is for a specific credential. Name the credential you want reviewed.
Does the snapshot send reminders?
No. It lists interaction events to help your team decide whether follow-up is useful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Idealist to Certifier. A trigger fires from one place; an action lands in another.
Idealist triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Tool to send a published credential via email. use after confirming the credential is published.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Tool to create, issue, and send a credential in a single request. use when group id and recipient details are ready.
List Credential Interactions
Tool to list credential interactions. use when you need to retrieve interaction events for a specific credential, with optional filtering and pagination.
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
Connect any two apps with Notis in the middle.
Idealist and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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