Check Certifier records from Todoist
Give every credential follow-up a fast record lookup so decisions happen with the right context.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
Credential questions arrive as tasks, but the supporting Certifier record is buried in another system.
- Bring credential context into task handling
- Speed up support and reconciliation
- Avoid searching Certifier manually
Setup
Build it in a few focused steps.
- 1Connect Todoist and Certifier in Notis once.
- 2Create an automation that reads each relevant new task, searches Certifier credentials, and summarizes matching records for the next action.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose where reports should go and test with one task containing a credential name, recipient, or identifier.
Questions about this workflow
What can the lookup match on?
Ask Notis to use the identifiers present in the task, such as a credential name, recipient, or credential identifier.
Will it change any credentials?
No. This workflow uses the list credentials action to retrieve records and report findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Certifier. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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