Connect Salesforce to Certifier

When something happens in Salesforce, Notis takes the next step in Certifier. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Certifier

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Recognize a customer go-live

Issue and email a launch credential when a Salesforce opportunity reaches the go-live milestone you specify.

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Send credentials after training completion

Use completed Salesforce tasks as a signal to send an already published training credential to the intended recipient.

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Welcome new partner contacts with credentials

Issue and send a partner onboarding credential when a new Salesforce Contact meets your stated qualification criteria.

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Review credential groups as leads arrive

When a new Salesforce Lead arrives, retrieve Certifier groups so you can identify the right credential cohort for a partner or training program.

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Issue credentials when contacts qualify

Issue a credential when an updated Salesforce Contact meets the qualification criteria and recipient requirements you provide.

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Recognize certified customer accounts

Issue a customer credential when an Account is created or updated to meet the readiness milestone you describe.

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Check credential records after a Salesforce change

When a monitored Salesforce record changes, retrieve Certifier credentials and include the list in the run report for review.

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Review Certifier designs on a schedule

Retrieve the available Certifier certificate and badge designs on a recurring schedule and send the results to your chosen report channel.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Certifier. A trigger fires from one place; an action lands in another.

Salesforce triggers

Certifier actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send a Credential

Tool to send a published credential via email. use after confirming the credential is published.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

List Credentials

Tool to list credentials. use after authentication to retrieve paginated credentials.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

List Designs

Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

List Groups

Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.