Bring recognition context into investor outreach prep
Review credential records before outreach and carry relevant recognition context into the next Affinity follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Outreach drafts can miss important recognition history when it takes extra effort to check credential records.
- Retrieve credential records for a scheduled review.
- Summarize relevant history for outreach preparation.
- Keep unsupported matches or missing relationship context explicit.
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 by asking Notis in plain language.
- 3Ask Notis to list Certifier credentials on schedule and summarize any records relevant to the Affinity outreach context you provide.
- 4Select a recurring schedule and where run reports should go.
- 5Test with one outreach context and verify any credential matches manually.
Questions about this workflow
Will this send outreach messages?
No. It lists Certifier credentials and prepares context; no outreach or Affinity update action is available here.
How does it match credential records to contacts?
It can use identifiers present in returned data or supplied context. The available matching fields are not specified, so it should report uncertain matches.
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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