Track DigiCert balance adjustments
Keep a concise record of balance movements available for periodic account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Finance Balance History
Lists account balance adjustments, including deposits, charges, and refunds.
Why this helps
Finance adjustments can be hard to trace when the team has to request the history only after a question comes up.
- Review adjustment history for the account.
- Summarize deposits, charges, or refunds returned.
- Make finance follow-up easier to trace.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and DigiCert once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to retrieve DigiCert balance adjustment history for the requested period and summarize transactions returned.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real period.
Questions about this workflow
Does the history include every transaction field?
It includes the data returned by DigiCert for the requested history.
Can this replace a finance ledger?
No. It provides a review summary of DigiCert's balance adjustment history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Digicert. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Digicert actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Permission
Checks whether a permission is available to the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tags to Certificate
Adds custom tags to certificates for categorization.
Create API Key
Creates an API key with specified permissions.
List API Access Roles
Retrieves the available API access roles.
List Intermediate Certificates
Retrieves a list of intermediate certificates.
Create AuthKey
Creates an AuthKey that can be permanent or have a set validity period.
List CertCentral Users
Retrieves users in a CertCentral account.
Create Container IP Rules
Adds an IP restriction rule to limit account access.
Connect any two apps with Notis in the middle.
Agencyzoom and Digicert, 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 Digicert.