Check delivery options before sending a credential
See the email templates available in Certifier when a published credential is ready to send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Email Templates
List email templates available for credential delivery.
Why this helps
A credential send can be delayed while someone checks which delivery templates are available.
- Review current email template options before delivery.
- Make template choice part of the client follow-up process.
- Avoid assuming a template exists when it has not been listed.
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 delivery template review.
- 3Tell Notis to retrieve available Certifier email templates and summarize options for the credential request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the summary uses returned templates.
Questions about this workflow
Does this action send the credential?
No. It lists available email templates. Sending a credential is a separate action and requires confirming that the credential is published.
Can the workflow select a template?
Notis can compare available templates to criteria you provide, but the criteria must be included in your instruction or request.
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.
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.
Agencyzoom and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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