Keep credential record review close to CRM changes
Use a relevant Salesforce record change as a reminder to check the credentials already available in Certifier.
Trigger
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.
Action
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
Credential catalog checks often happen in a separate tool and can be missed during CRM updates.
- Surface available credentials in the report tied to a record change.
- Make recurring catalog checks easier to remember.
- Support a human review before sending or issuing credentials.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the credential review.
- 3Describe the SObject and monitored context, and ask Notis to retrieve and report Certifier credentials.
- 4Pick Record Updated (Generic SObject), specify the SObject type and returned field values, and choose where run reports should go.
- 5Test with one real record update and confirm the report includes the credential list.
Questions about this workflow
Does this send or issue a credential?
No. List Credentials retrieves credentials for review. Sending and issuing use different Certifier actions and need the relevant credential or recipient details.
What must I provide for the generic trigger?
Specify the SObject type and which field values should be returned in the payload.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
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.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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