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Send approved prospects their published credential

After you confirm the person and credential, trigger a clean handoff that sends the published credential by email.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send a Credential

Sends a published credential by email.

Why this helps

Approved recipients can be forgotten while teams move between lead review and credential tools.

  • Creates a clear handoff from review to delivery.
  • Uses the send action only after the credential is published.
  • Reduces missed follow-up for approved recipients.

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 how to identify the approved recipient and published credential to send.
  • 4Choose a Notis webhook trigger and have the approval event call it.
  • 5Choose where run reports go, then test with one real example after confirming the credential is published.

Questions about this workflow

Does this action publish a credential?

No. It sends a published credential by email, so confirm the credential is published before the automation runs.

Can the webhook send without a published credential?

The action is intended for a published credential. Test with a real published credential and recipient before relying on it.

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.

TriggerScheduled

Send a Credential

Sends a published credential by email.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create, issue, and send credential

Creates, issues, and sends a credential in one action.

ActionInstant

List Attributes

List available credential attributes.

ActionInstant

List Credential Interactions

Lists interaction events for a specific credential.

ActionInstant

List Credentials

Lists credentials.

ActionInstant

List Designs

Lists certificate and badge designs.

ActionInstant

List Groups

Lists groups.

ActionInstant

List Email Templates

List email templates available for credential delivery.

ActionInstant

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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