Check recognition history before your next follow-up
Bring a quick Certifier credential lookup into the moment you prepare to follow up on an Affinity relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credentials
Lists credentials.
Why this helps
A follow-up can feel incomplete when you are unsure whether the person already received recognition.
- List credentials when a specific follow-up request arrives.
- Summarize returned records against the context supplied with the request.
- Make uncertain identity matches clear for review.
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 in any channel.
- 3Describe that a follow-up request should list Certifier credentials and summarize records relevant to the supplied Affinity contact or deal context.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real follow-up and verify the returned records.
Questions about this workflow
Does the workflow identify a contact automatically?
Only if the provided context and returned credential data support the match. The available matching fields are not specified.
Does it send a message or update Affinity?
No. It retrieves and summarizes credential records; the supplied actions do not include messaging or Affinity updates.
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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