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Confirm the right group before issuing credentials

Review available Certifier groups ahead of issuance so group selection does not become a last minute blocker.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Groups

Lists groups.

Why this helps

Issuance can stall when the person preparing it does not know which Certifier group is available.

  • Make group availability visible during routine planning.
  • Reduce issuance delays caused by group lookup.
  • Summarize the paginated results for quick review.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Certifier to Notis once in the portal.
  • 2Create an automation in Automations, New Automation, and name it for group readiness.
  • 3Tell Notis to retrieve Certifier groups with pagination and summarize the groups returned for issuance planning.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and verify the group list reflects Certifier results.

Questions about this workflow

Does this workflow create or modify groups?

No. It uses the List Groups action to retrieve groups for review.

Can it choose a group for a new credential?

It can summarize groups returned, but your instruction must supply the selection criteria and a valid group id is required for the create, issue, and send action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Certifier. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Certifier actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send a Credential

Sends a published credential by email.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create, issue, and send credential

Creates, issues, and sends a credential in one action.

ActionInstant

List Attributes

List available credential attributes.

ActionInstant

List Credential Interactions

Lists interaction events for a specific credential.

ActionInstant

List Credentials

Lists credentials.

ActionInstant

List Designs

Lists certificate and badge designs.

ActionInstant

List Groups

Lists groups.

ActionInstant

List Email Templates

List email templates available for credential delivery.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Certifier, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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