Review Certifier groups when a new HubSpot contact arrives
Bring the available Certifier groups into the new-contact follow-up so you can decide where the person belongs.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
Why this helps
Looking up groups during contact onboarding adds another task and makes it easier for the right follow-up to slip.
- Retrieve available groups when a new contact is created.
- Reduce lookup effort during contact onboarding.
- Review paginated group 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 what group information to retrieve and how you will use it in follow-up.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real example and confirm the returned group list is relevant.
Questions about this workflow
Does this assign the contact to a group?
No. The available action lists groups with pagination. It does not assign a contact or issue a credential.
What if I need a specific group?
Use the run report to review the returned groups and identify the needed one. The action is for retrieving the group list.
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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