Create DigiCert organizations from Agile CRM lead details
Start CertCentral organization setup from lead details already gathered in Agile CRM, without re-entering them by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Organization
Creates an organization in your account.
Why this helps
Qualified leads can stall when their organization details need to be copied into CertCentral before certificate work can begin.
- Reduce duplicate entry when onboarding an organization.
- Start CertCentral setup from a single CRM handoff.
- Keep a run report for incomplete or rejected submissions.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DigiCert once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to use complete organization details supplied from Agile CRM to create the matching CertCentral organization and report missing required details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real lead's organization details sent to the webhook.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM event trigger is listed here. This workflow starts when a request reaches its Notis webhook, so the CRM details must be supplied in that request.
What if the lead record is missing required organization details?
Ask Notis to report the missing details and skip creation until the information is complete.
Does this validate the organization?
No. It creates the organization record. Organization validation is a separate DigiCert action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Digicert. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Digicert, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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