Turn new HubSpot contacts into credential recipients
Welcome new contacts with a credential as soon as they enter HubSpot. Tell Notis which Certifier group and credential details to use.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Manually preparing and sending credentials for each new contact creates follow-up work and delays recognition.
- Reduce manual credential setup and sending.
- Recognize eligible new contacts promptly.
- Keep the process in a single plain-language automation.
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 the outcome in one instruction, including the Certifier group and eligibility details.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real example and confirm the credential is issued and sent.
Questions about this workflow
What does this automation do?
When HubSpot creates a contact, Notis can use Certifier to create, issue, and send a credential in one request.
What must I provide in the instruction?
Specify which new contacts qualify and the Certifier group and recipient details to use. The group and recipient details must be ready.
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
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.