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Find an email template for award delivery

Check available delivery templates during the award workflow, without leaving the CMS request context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Email Templates

List email templates available for credential delivery.

Why this helps

Teams can spend time searching for the right delivery template after an award is ready to send.

  • Retrieve templates when an award request needs delivery planning.
  • Reduce manual template lookup.
  • Summarize options using the award context provided.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Certifier once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3Describe the outcome in one instruction: list available email templates and summarize those relevant to the award request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real award request that describes the intended recipient and delivery context.

Questions about this workflow

Can this edit or send a template?

No. The action lists available email templates. Sending a credential is a separate action and requires a published credential.

Can it recommend a template?

It can summarize returned templates against the context in the request, as long as the returned information supports that comparison.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Certifier. A trigger fires from one place; an action lands in another.

Agility cms triggers

Certifier actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send a Credential

Sends a published credential by email.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create, issue, and send credential

Creates, issues, and sends a credential in one action.

ActionInstant

List Attributes

List available credential attributes.

ActionInstant

List Credential Interactions

Lists interaction events for a specific credential.

ActionInstant

List Credentials

Lists credentials.

ActionInstant

List Designs

Lists certificate and badge designs.

ActionInstant

List Groups

Lists groups.

ActionInstant

List Email Templates

List email templates available for credential delivery.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Certifier, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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