Issue a certificate when a customer completes training
Send Notis the Agile CRM completion details, and let it create, issue, and send the matching Certifier credential in one step.
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
Training completions can sit in a CRM record while someone still needs to prepare and send each certificate by hand.
- Issue and email a credential from one completion event.
- Reduce manual certificate follow-up after customer training.
- Keep the recipient and group details together in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Certifier once in Notis.
- 2Create an automation in Notis by naming it and describing the outcome in plain language.
- 3In one instruction, ask Notis to create, issue, and send a training credential using the completion details, recipient details, and Certifier group supplied in the request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real completion request that includes a valid group and recipient details.
Questions about this workflow
What must the webhook request include?
Include the recipient details and Certifier group needed to create, issue, and send the credential. Supply any additional credential information required for the request.
Does this run directly when an Agile CRM record changes?
No Agile CRM trigger events are available for this workflow. A Notis webhook request starts it, so arrange for the completion details to be sent to that webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Certifier. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.