Send a credential when a HubSpot deal reaches a milestone
Make recognition part of a deal milestone. Notis can send the published Certifier credential when the deal stage update meets your instruction.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send a Credential
Tool to send a published credential via email. use after confirming the credential is published.
Why this helps
Credential follow-up tied to deal milestones is easy to overlook when deal updates and certificate delivery happen in separate tools.
- Tie credential delivery to a meaningful deal stage.
- Reduce manual checks for milestone follow-up.
- Send credentials that have already been published.
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 stage update qualifies and which published credential to send.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real example and confirm the published credential is emailed.
Questions about this workflow
Does this create a new credential?
No. This action sends a published credential by email. The credential must already be published.
Can I specify which stage qualifies?
Yes. State the relevant deal milestone in your plain-language instruction. The available trigger is HubSpot Deal Stage Updated.
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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