Review credential designs as HubSpot deals advance
Bring Certifier's available certificate and badge designs into a deal milestone review, ready for your team to choose from.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
Why this helps
Finding the right design at the moment a deal advances can add another search and decision to a busy workflow.
- Retrieve available certificate and badge designs at a deal milestone.
- Reduce app switching during recognition decisions.
- Review paginated design results in the run report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Certifier once in the Notis portal.
- 2Create an automation from Automations, New Automation, and give it a name.
- 3Describe which deal milestone needs a design review and what details to include in the report.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real example and confirm the designs returned support the review.
Questions about this workflow
What does the design action return?
It lists certificate and badge designs after authentication, with pagination.
Will the workflow issue a credential?
No. It retrieves designs for review. Issuing a credential requires a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Certifier. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
Connect any two apps with Notis in the middle.
Hubspot and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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