Check DigiCert organization status for CRM onboarding
Get a scheduled view of organization validation details so onboarding follow-up does not depend on remembering to check CertCentral.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization Details
Retrieves details about an organization.
Why this helps
Teams can lose track of organization validation status while juggling CRM onboarding and certificate preparation.
- Make validation follow-up a predictable routine.
- Reduce time spent switching into CertCentral to check organization details.
- See when an organization ID or status detail is unavailable.
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 retrieve DigiCert organization details for the organization IDs you supply for CRM onboarding and summarize validation status and missing information.
- 4Choose the Notis cron trigger, set its schedule, and select where run reports should go.
- 5Test with one real DigiCert organization ID and confirm the report is useful.
Questions about this workflow
Does this read organization IDs directly from Agile CRM?
No Agile CRM trigger or read action is listed for this package. Supply the organization IDs to the automation so DigiCert details can be retrieved.
What does the DigiCert action return?
It retrieves organization details such as legal name, address, contacts, validation status, and container assignments when available.
Can the schedule guarantee that every CRM organization is checked?
Only organizations whose DigiCert IDs are supplied can be checked. The automation cannot infer missing IDs or CRM history.
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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