Keep a regular view of Dock credentials
Set a recurring check to retrieve credential metadata from Dock, so inventory review does not depend on remembering to open another tool.
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 reviews are easy to postpone when they require a separate manual lookup.
- Retrieve credential metadata on a recurring schedule.
- Create a consistent prompt for reviewing available credential details.
- Receive run reports in a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Dock certs once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve credential metadata for your inventory review and summarize the returned details.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run one real example to confirm the returned metadata supports your review.
Questions about this workflow
Does this action retrieve full credential contents?
The list action returns credential metadata. Full credential retrieval by ID is a separate action and may require the password used to persist it.
Can the review compare credentials with a Salesforce baseline?
Only if the needed baseline is provided in the prompt or returned data. The available actions do not provide an automatic Salesforce-to-Dock reconciliation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dock certs. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.