Send an Agile CRM organization handoff for DigiCert validation
Move organization validation forward from the details your team has already gathered, with a clear report of what DigiCert needs next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Organization Validation
Submits an organization for validation and adds verified contacts for product types.
Why this helps
Validation can be delayed when the team has to find organization and contact details across CRM records before submitting them.
- Reduce the hand-copying needed to start validation.
- Surface missing details early in the handoff.
- Keep validation submission reports with the automation run.
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 submit the organization and contact details supplied from Agile CRM for DigiCert validation, and report any missing requirements or result.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real organization handoff that includes its validation type and contact details.
Questions about this workflow
Will a CRM record trigger this automatically?
Agile CRM has no trigger event listed for this package. The automation starts when the Notis webhook receives a request containing the organization details.
Are all organization validation types handled the same way?
No. DigiCert may require verified users for EV, CS, and EV_CS validation. Include the intended validation type and required verified contacts in the handoff.
Does submission guarantee validation?
No. This action submits the organization for validation. The run report can show the response, but approval depends on DigiCert's validation process.
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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