Issue credentials from Box training records
A completed training record can become a sent credential without another round of manual follow-up.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Create, issue, and send credential
Tool to create, issue, and send a credential in a single request. use when group id and recipient details are ready.
Why this helps
Training records arrive in Box, then someone has to find the recipient details, choose the credential group, and remember to issue the award.
- Reduce manual steps between training completion and credential delivery.
- Use the incoming file as context for checking recipient details.
- Keep credential issuance tied to a real Box file event.
Setup
Build it in a few focused steps.
- 1Connect Box and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to review new training completion files and create, issue, and send a credential only when recipient details and the correct group are clear.
- 4Pick the Box New File Added to Folder trigger for the folder where completion records arrive.
- 5Choose a report channel, then test with one real completion record.
Questions about this workflow
What details need to be available to issue the credential?
Certifier's create, issue, and send action requires a group ID and recipient details. Make sure those are available from the file or from instructions you provide.
Will every new file result in a credential?
Tell Notis to proceed only when the file clearly confirms completion and the required recipient and group details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Certifier. A trigger fires from one place; an action lands in another.
Box triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Tool to send a published credential via email. use after confirming the credential is published.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Tool to create, issue, and send a credential in a single request. use when group id and recipient details are ready.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
List Credential Interactions
Tool to list credential interactions. use when you need to retrieve interaction events for a specific credential, with optional filtering and pagination.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Connect any two apps with Notis in the middle.
Box and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Certifier.