Turn a policyholder milestone into a credential
Recognize a client milestone without pausing to build and send a credential by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
Why this helps
Client recognition gets missed when the policy work is done but issuing a credential requires another manual handoff.
- Recognize eligible policyholders promptly.
- Reduce repeated entry when issuing credentials.
- Keep the instruction and run report in one Notis workflow.
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 give it a clear name.
- 3Tell Notis to create, issue, and send the credential only when the webhook includes recipient details and a valid Certifier group id.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the credential was issued and sent.
Questions about this workflow
What does this workflow need in the webhook request?
It needs enough recipient details and a Certifier group id for the create, issue, and send action. Confirm those are present before asking Notis to proceed.
Does AgencyZoom provide a trigger event for this workflow?
No AgencyZoom event is specified here. A Notis webhook starts the automation when it receives an HTTP 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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