Keep scheduled DigiCert reporting aligned with deal changes
When a deal reaches a milestone, prompt Notis to update a scheduled DigiCert report's schedule, recipients, or format as instructed.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Scheduled reports can keep going to outdated recipients or retain a format that no longer serves the customer handoff.
- Tie a reporting task to a real CRM milestone
- Reduce missed report configuration follow-up
- Choose schedule, recipients, or format changes in plain language
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DigiCert once in the Notis portal.
- 2Create an automation and state the DigiCert report to update and the specific configuration change in one instruction.
- 3Choose HubSpot Deal Stage Updated as the trigger and choose a report channel for run updates.
- 4Test with one real deal stage update and confirm the intended report configuration was applied.
Questions about this workflow
Does HubSpot provide the DigiCert report configuration?
No. Specify the report and the desired schedule, recipients, or format in your instruction; do not assume those details come from HubSpot.
Can this create a new report?
The available DigiCert action updates an existing report configuration. It does not create a report.
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.
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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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