Include a CertCentral user review in your deal handoff
A deal stage change can prompt an account user review, giving your team a useful access snapshot during customer handoff.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List CertCentral Users
Tool to retrieve a list of certcentral account users. use when you need to audit or manage users with support for pagination and optional detail inclusion.
Why this helps
Security account reviews can fall through the cracks when the team is focused on closing and onboarding a customer.
- Add an account access review to a deal handoff
- Reduce manual context switching between CRM and certificate management
- Send a run report to the channel your team already checks
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DigiCert once in the Notis portal.
- 2Create an automation in Automations > New Automation, give it a name, and describe the user review outcome in one plain-language instruction.
- 3Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 4Test with one real deal stage update and confirm the user list is useful for the handoff.
Questions about this workflow
Does this automatically change DigiCert users?
No. This workflow lists CertCentral users for review; it does not add, edit, or remove users.
Can the review include user details?
Ask Notis for the detail level supported by the DigiCert action. The action supports optional detail inclusion and pagination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Digicert. A trigger fires from one place; an action lands in another.
Hubspot triggers
Digicert actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Permission
Tool to check if a specific permission is available. use when validating that the authenticated user may perform an operation before attempting it.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create API Key
Tool to create a new api key with specified permissions. use when you have a valid digicert user id and need to generate a new key. note the api key appears only once; save it securely.
Contact Created Trigger
Contact Created Trigger
List API Access Roles
Tool to retrieve a list of available api access roles. use after confirming authentication with an api key.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Intermediate Certificates
Tool to retrieve a list of intermediate certificates. use when you need to list all intermediate certificates for your account. no input required.
List CertCentral Users
Tool to retrieve a list of certcentral account users. use when you need to audit or manage users with support for pagination and optional detail inclusion.
Update Report
Tool to update an existing report’s configuration. use when you need to modify the schedule, recipients, or format of a scheduled report.
Connect any two apps with Notis in the middle.
Hubspot and Digicert, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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