Check available credentials when a HubSpot contact is created
Give your team a timely view of the available Certifier credentials whenever HubSpot adds a contact.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
Teams can lose time looking up available credentials while deciding how to recognize or onboard a new contact.
- Retrieve the available credential catalog on a contact event.
- Reduce context switching during contact follow-up.
- Use the run report to review paginated results.
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 credential information to retrieve and how the report should help your review.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real example and confirm the returned credential list is useful.
Questions about this workflow
Does this issue a credential?
No. It lists credentials after authentication. Issuing and sending credentials use separate Certifier actions.
Can the list be large?
The action returns paginated credentials. Tell Notis what you want surfaced and review the run report.
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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