Turn won customer deals into credentials
Celebrate a customer milestone without adding another manual follow-up to your closeout routine.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
Why this helps
After a deal closes, remembering who earned a credential and sending it promptly can fall through the cracks.
- Recognize eligible customers as soon as a deal closes.
- Use the contact and deal context supplied with the webhook.
- Keep credential delivery in the same automated workflow.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to check the deal and recipient details, then create, issue, and send the appropriate credential when eligibility is confirmed.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real won deal and confirm the credential group and recipient details are ready.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when an HTTP request is sent. Have the system that detects a won deal send the request with enough context for Notis to check eligibility.
What must be ready in Certifier?
The credential group and recipient details must be available before Notis creates, issues, and sends the credential.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Certifier. A trigger fires from one place; an action lands in another.
Active campaign triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Sends a published credential by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
List Attributes
List available credential attributes.
List Credential Interactions
Lists interaction events for a specific credential.
List Credentials
Lists credentials.
List Designs
Lists certificate and badge designs.
List Groups
Lists groups.
List Email Templates
List email templates available for credential delivery.
Connect any two apps with Notis in the middle.
Active campaign and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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