Skip to content
Notis

Send the credential once it is ready

Complete the client follow-up by sending a published credential through Certifier.

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 completed credential can sit unsent when sending it requires a separate reminder and system switch.

  • Close the loop on a ready client follow-up.
  • Send through Certifier after published status is confirmed.
  • Reduce reminders to return to credential delivery.

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 published credential delivery.
  • 3Tell Notis to send the specified credential by email only after its published status is confirmed.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real published credential and confirm the delivery result.

Questions about this workflow

Can this send an unpublished credential?

No. Confirm the credential is published before using the Send a Credential action.

What should the webhook request identify?

Include enough information to identify the credential and its recipient, and make sure the credential is published before asking Notis to send it.

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Certifier.