Prepare credential email options ahead of prospect offers
Review available delivery templates before offers go out, so communication is ready when prospects are ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Email Templates
List email templates available for credential delivery.
Why this helps
Template review often gets left until the last minute, slowing down an otherwise prepared offer.
- Creates a predictable template review point.
- Retrieves the available delivery email templates.
- Makes offer preparation less last minute.
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.
- 3Ask Notis to list email templates and summarize options relevant to your upcoming offer types.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test and confirm the template reference is useful.
Questions about this workflow
Does this select a template automatically?
Notis can summarize available templates against criteria you provide. The listed action retrieves the templates; confirm the final choice.
Can this be triggered by Aeroleads?
Aeroleads has no trigger event listed here. This workflow uses a Notis 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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