Close the loop after investor events
Turn an event attendance follow-up into a credential issuance request, without rebuilding the context from memory.
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
Event follow-up often competes with deal work, leaving attendance recognition unfinished.
- Issue credentials in a single request when the required details are present.
- Carry the supplied event context into the automation prompt.
- Get a run report when a recipient or group needs clarification.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Tell Notis to create, issue, and send an attendance credential based on supplied Affinity event context when recipient and group details are ready.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one actual attendee and a valid Certifier group.
Questions about this workflow
Can this automatically know who attended?
The available Affinity trigger and attendee fields are not specified. Include the attendance and recipient details in the webhook request.
What happens if the recipient is not identified?
The automation should report the missing recipient and avoid issuing until the details are supplied.
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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