Send the right published credential during customer follow-up
Give Notis the customer follow-up context and the published credential to send, then let Certifier handle email delivery.
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 promised credential is easy to miss when the CRM follow-up and certificate delivery happen in separate steps.
- Make delivery part of a customer follow-up routine.
- Send a credential only after confirming it is published.
- Cut down on manual switching between CRM and credential tools.
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 send the specified published credential by email for the customer follow-up request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real request for a credential that is already published.
Questions about this workflow
Can this publish a credential before sending it?
No. This action sends a published credential. Confirm that the credential is published before the request runs.
How does the workflow start from Agile CRM?
Agile CRM has no trigger events available here. Start the automation with a Notis webhook request containing the follow-up context and credential to send.
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
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