Keep Dock credential metadata ready for review
Set a recurring check to retrieve credential metadata from Dock certs and put the results where your team reviews run reports.
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 records can be hard to review consistently when the team has to remember to open Dock and fetch them manually.
- Retrieve credential metadata on a recurring schedule.
- Use Dock certs pagination or filtering when the review needs it.
- Send the run result to a report channel your team already checks.
Setup
Build it in a few focused steps.
- 1Connect Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve credential metadata from Dock certs and summarize the returned records, noting any pagination or filter limits.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the returned credential metadata.
Questions about this workflow
Does this retrieve the full credentials?
No. Retrieve Credentials returns credential metadata. Retrieving an individual full credential requires its unique ID and, if password-protected, the same password used to persist it.
Can the review cover only selected records?
The action supports optional pagination or filtering. Specify the review criteria in your instruction when you know which filters the Dock certs action supports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Dock certs. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dock certs.