Give client kickoff completion a clear credential
Close the loop on a client kickoff with a credential that is ready to issue and send.
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
Client onboarding details can be scattered across CRM records and follow-up tasks, making recognition easy to forget.
- Tie recognition to a completed onboarding moment.
- Avoid rechecking kickoff details across multiple tools.
- Keep credential creation and delivery in one automation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to use the kickoff details in each webhook request to create, issue, and send a credential only when its group id and recipient details are present.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real, completed kickoff record.
Questions about this workflow
Does this automation watch Agiled CRM changes by itself?
No. Agiled trigger events are not listed for this package, so a Notis webhook request starts the automation.
Can it issue a credential if the kickoff request is incomplete?
The prompt can tell Notis to proceed only when the required group id and recipient details are ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Certifier. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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