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Check credential interactions after balance details change

See whether important credential messages reached the right people.

Trigger

Balance Details Changed

Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.

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

Teams cannot tell whether a credential follow-up was seen after HR data changes.

  • Prioritize outreach
  • Use interaction evidence
  • Reduce duplicate reminders

Setup

Build it in a few focused steps.

  • 1Connect Workday and Certifier in Notis.
  • 2Create a new automation and name it.
  • 3Tell Notis to list interactions for credentials related to the changed balance and summarize unopened or incomplete engagement.
  • 4Pick Workday Balance Details Changed as the trigger.
  • 5Choose a report channel and test with one balance detail change.

Questions about this workflow

Can this prove the recipient understood the message?

No. It reports available Certifier interaction events such as views or responses.

What if no matching credential exists?

Have Notis report that no related credential was found so the team can decide what to do.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Workday to Certifier. A trigger fires from one place; an action lands in another.

Workday triggers

Certifier actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send a Credential

Tool to send a published credential via email. use after confirming the credential is published.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Absence Balance Changed

Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

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.

ActionInstant

Balance Details Changed

Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.

TriggerPolling

List Credentials

Tool to list credentials. use after authentication to retrieve paginated credentials.

ActionInstant

Interview Feedback Submitted or Updated

Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.

TriggerPolling

List Designs

Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.

ActionInstant

Job Posting Changed

Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.

TriggerPolling

List Groups

Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).

ActionInstant

Job Posting Questionnaire Changed

Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

New Absence Balance

Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.

TriggerPolling

Connect any two apps with Notis in the middle.

Workday and Certifier, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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