See credential history for new contacts
Give onboarding context a useful record of past recognition.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
New contact onboarding lacks visibility into previous credentials.
- Adds context to onboarding
- Reduces repeated awards
- Supports better program decisions
Setup
Build it in a few focused steps.
- 1Connect Outlook and Certifier once in Notis.
- 2Create an automation describing which credentials to look up for new contacts and how to summarize history.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one real contact.
Questions about this workflow
What if no matching history exists?
Notis can report that no relevant credential record was found.
Can it recommend a next credential?
It can summarize available evidence, while the final decision remains yours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Certifier. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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