Issue credentials from confirmed WhatsApp details
A clear confirmation in WhatsApp can be the handoff that starts credential delivery. Have Notis check the conversation and issue the credential when the required details are ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Copying recipient details from a chat into a credential request creates extra steps and makes follow-up easy to lose.
- Reduce manual handoffs from chat to credential issuance
- Use a recipient's confirmed details as the basis for the request
- Keep credential delivery moving from one place
Setup
Build it in a few focused steps.
- 1Connect 2chat and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to review the supplied 2chat conversation and create, issue, and send a credential only after the recipient confirms their details; include the required group ID and credential requirements.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real confirmation and verify the credential details before relying on the automation.
Questions about this workflow
What does the webhook need to provide?
It should start the automation with enough 2chat conversation context for Notis to identify the recipient and confirmation. The group ID and any required credential details must also be available in the request or automation instruction.
Will the workflow issue a credential before the recipient confirms?
The instruction should require an explicit confirmation before using the create, issue, and send action.
What if the group ID or recipient details are missing?
Tell Notis to stop and report what is missing. The create, issue, and send action requires a group ID and recipient details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Certifier. A trigger fires from one place; an action lands in another.
2chat triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
2chat and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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