Make diligence contributions easier to recognize
When someone helps move diligence forward, use the supplied Affinity context to prepare and send a credential.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
Why this helps
Diligence work draws on many contributors, but recognition can fall through the cracks once a deal moves forward.
- Recognize a defined diligence contribution with a credential.
- Reduce manual follow-up between deal work and recognition.
- Require complete recipient and group details before issuance.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Certifier once in the Notis portal.
- 2Create an automation from Automations, New Automation, or through a plain-language request to Notis.
- 3In one instruction, ask Notis to create, issue, and send a credential for the described diligence contribution when group and recipient details are ready.
- 4Select the webhook trigger and choose a run report destination.
- 5Test with one real contribution and a valid recipient and group.
Questions about this workflow
Does this workflow infer the contributor from Affinity?
No Affinity trigger payload or contributor field is listed. Supply the contributor details in the webhook request.
Can it send a credential if information is missing?
It should wait and report which required details are missing rather than issue an incomplete credential.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Certifier. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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