Keep investor program certificates in view
See the available certificates in a regular report alongside the program details your team supplies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Certificates
Lists all certificates available in the account.
Why this helps
Certificate options can be overlooked when investor program details and assessment records live in separate places.
- Retrieve available Classmarker certificates on a schedule
- Review options against supplied investor program context
- Reduce manual certificate catalog checks
Setup
Build it in a few focused steps.
- 1Connect Affinity and Classmarker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Classmarker certificates and summarize relevance to investor program context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real program context and check that the report only claims what the certificate list supports.
Questions about this workflow
Does this issue certificates to test takers?
No. It lists available certificates for review.
Where does investor program context come from?
Provide it in the automation prompt or run input. The certificate action does not retrieve Affinity records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Classmarker. A trigger fires from one place; an action lands in another.
Affinity triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Adds access codes to an access list to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Creates a new question category.
Create Group
Creates a group to organize users.
Create Question
Creates a question.
Create ClassMarker User
Creates a new user.
Delete Access List Item
Removes access codes from an access list.
Delete API Key
Immediately revokes an API key by deleting it.
Delete Group
Deletes a group.
Connect any two apps with Notis in the middle.
Affinity and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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