Recognize investor milestones without losing momentum
Mark a meaningful deal milestone with a credential, using the recipient details and group supplied with the request.
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
Recognizing investor contributions can get lost between updating a deal and following up with the recipient.
- Create, issue, and send a credential in one request when all required details are ready.
- Keep deal recognition connected to an Affinity milestone.
- Avoid starting issuance when recipient or group details are missing.
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 tell Notis to create it from any channel.
- 3In one instruction, ask Notis to use the supplied Affinity milestone and recipient details to create, issue, and send a credential when group and recipient details are ready.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real milestone that includes a valid Certifier group and recipient details.
Questions about this workflow
Does Affinity automatically trigger this workflow?
Affinity has no listed trigger events here, so this workflow starts from a Notis webhook request containing the milestone context.
What if recipient details are incomplete?
The automation should flag the missing information in its run report and wait for complete details before issuing.
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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