Review an organization's Certifier portfolio
Start every new account relationship with a clear view of its existing awards.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
Teams lack credential context during organization onboarding.
- Improves onboarding context
- Reduces duplicate awards
- Highlights missing records
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Certifier in Notis once.
- 2Create an automation describing how to identify the organization in credential records.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose where run reports go.
- 5Test with one organization.
Questions about this workflow
What if the organization has no credentials?
Notis reports that no matching records were found.
Can it create a welcome credential?
Use a separate create, issue, and send workflow when recipient details are ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Certifier. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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