Review the Certifier credential catalog monthly
Get a predictable monthly view of your credential records without rebuilding a report by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
Credential catalogs drift when nobody owns a regular review of what exists and what needs attention.
- Keep records visible
- Support regular cleanup decisions
- Reduce reporting overhead
Setup
Build it in a few focused steps.
- 1Connect Certifier once in Notis.
- 2Create an automation named Monthly credential catalog review.
- 3Describe that Notis should list Certifier credentials with pagination and summarize the records relevant to the monthly review.
- 4Pick a Notis cron trigger and choose a report channel.
- 5Test the automation with one real run and adjust the review prompt if needed.
Questions about this workflow
Can the review include every credential?
Use the Certifier action's pagination support and specify how Notis should summarize the returned pages.
Does this archive or delete records?
No. It only lists credentials and reports the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Certifier. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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