Check credential interactions at a HubSpot deal milestone
Bring credential engagement into the moment a deal advances. Notis can retrieve interaction events for a specific credential for your review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Finding credential engagement during a deal review can mean switching tools and searching through activity manually.
- Bring credential interaction events into a deal-stage workflow.
- Reduce manual searches across tools.
- Review activity for a specific credential with optional filtering and pagination.
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 update should prompt a review and identify the specific credential.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real example and confirm the returned interactions are useful.
Questions about this workflow
What data does this action retrieve?
It lists interaction events for a specific credential, with optional filtering and pagination.
Does this tell me interactions for every credential automatically?
No. The action is for a specific credential. Include how Notis should identify it in the instruction or provide any missing information.
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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