Deliver credentials when a prospect cohort is ready
Let a planned cohort handoff trigger credential delivery once the recipient details and group are prepared.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
Why this helps
Preparing credentials one recipient at a time creates repetitive work and makes cohort follow-through harder.
- Bundles credential delivery into a planned cohort handoff.
- Uses one action to create, issue, and send.
- Makes recipient readiness an explicit part of the instruction.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Describe which cohort to process and instruct Notis to use only ready recipients with the specified group and details.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test with one real recipient before processing the cohort.
Questions about this workflow
What must be ready before this runs?
The Certifier group and recipient details must be ready for the create, issue, and send action.
Can I use this for a one-time cohort date?
The listed Notis trigger types include recurring schedules and webhooks. Configure the schedule to run at the intended cohort handoff time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Certifier. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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