Send approved investor credentials at the right moment
Once a credential is published, use a clear request to send it by email and report the result alongside the supplied relationship context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send a Credential
Sends a published credential by email.
Why this helps
A published credential can sit unsent when delivery is a separate step from deal work.
- Use the send action only after confirming the credential is published.
- Keep delivery tied to a clear Affinity-related request.
- Surface missing credential details before attempting email delivery.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Certifier once in the Notis portal.
- 2Create an automation through Automations, New Automation, or a plain-language request to Notis.
- 3Tell Notis to send the specified published credential by email only after publication is confirmed.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real published credential and valid delivery details.
Questions about this workflow
Can this publish a credential?
No. It sends a credential that is already published.
What if publication is not confirmed?
The automation should pause and report that confirmation is needed before sending.
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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