Shortlist designs for new contact programs
Turn contact onboarding into a faster recognition setup.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
Why this helps
Design choices are delayed because onboarding and credential tools are disconnected.
- Speeds up onboarding decisions
- Makes design options visible early
- Reduces tool switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Certifier once in Notis.
- 2Create an automation describing which new contacts need design options and how to summarize suitable results.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one real contact.
Questions about this workflow
Can it use contact notes?
Yes, when the notes provide context for selecting relevant designs.
Does it create a credential?
No. It produces a design shortlist for review.
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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