Check account balance before certificate work advances
Keep finance context close to the certificate conversations it can affect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Finance Balance
Shows your current account balance.
Why this helps
Certificate planning can hit a finance delay when account balance or unpaid invoices are not visible early.
- Review available funds and finance context on a regular cadence.
- Surface potential planning constraints before a certificate order step.
- Keep relevant operational updates in one report.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and DigiCert once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve the current DigiCert account balance and summarize any funds, unpaid invoice, or credit limit details relevant to planning.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Does this calculate a specific prospect's certificate order price?
No. It checks account balance. DigiCert has a separate finance pricing action, which is not used in this workflow.
Can it determine whether a prospect's certificate is affordable?
It can report account balance context, but the order price and prospect linkage must be supplied or checked separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Digicert. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Digicert actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Permission
Checks whether a permission is available to the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tags to Certificate
Adds custom tags to certificates for categorization.
Create API Key
Creates an API key with specified permissions.
List API Access Roles
Retrieves the available API access roles.
List Intermediate Certificates
Retrieves a list of intermediate certificates.
Create AuthKey
Creates an AuthKey that can be permanent or have a set validity period.
List CertCentral Users
Retrieves users in a CertCentral account.
Create Container IP Rules
Adds an IP restriction rule to limit account access.
Connect any two apps with Notis in the middle.
Aeroleads and Digicert, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Digicert.