Prepare credential groups before the next prospect cohort
Review available groups ahead of cohort start so credential preparation can begin with fewer open questions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Groups
Lists groups.
Why this helps
Cohort preparation gets stalled when group selection is postponed until credential issuance is underway.
- Makes group review a repeatable part of cohort preparation.
- Retrieves groups with pagination.
- Helps identify what needs a human decision before 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 upcoming cohorts and ask Notis to list and summarize relevant groups.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test and verify the group reference.
Questions about this workflow
Does this automatically choose a group?
It lists groups. Notis can compare them with criteria you provide, but the group choice should be confirmed.
Does Aeroleads trigger this workflow?
No Aeroleads trigger event is listed. This workflow uses a Notis recurring schedule.
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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