Find the right credential group for a prospect cohort
Surface available Certifier groups at cohort kickoff so credential preparation has a clear starting point.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Groups
Lists groups.
Why this helps
A cohort can lose momentum when nobody knows which credential group to use.
- Retrieves groups with pagination for a focused review.
- Makes group selection part of cohort kickoff.
- Reduces delays before credential issuance.
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 the cohort and ask Notis to list groups and summarize the options that fit your criteria.
- 4Choose a Notis webhook trigger and call it when cohort preparation begins.
- 5Choose where run reports go, then test with one real cohort and confirm the group choice.
Questions about this workflow
Does this create a group?
No. It lists available groups for review.
Can it issue credentials to everyone in the cohort?
This workflow only lists groups. Credential issuance requires a separate action and ready recipient details.
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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