Celebrate customer go-live milestones with credentials
Mark a successful launch by issuing the right credential to the customer contact tied to the opportunity.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Customer launches can pass without a timely, memorable acknowledgment.
- Recognize launches while the milestone is fresh.
- Avoid manually transferring opportunity and recipient details.
- Keep the credential process tied to the Salesforce record that prompted it.
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 give it a name.
- 3Describe the launch condition, credential details, recipient, and Certifier group in one plain-language instruction.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports should go.
- 5Test with one real opportunity and confirm the credential is published and delivered as expected.
Questions about this workflow
Does every opportunity update issue a credential?
Describe the specific launch milestone in your instruction. The trigger fires on opportunity creation or update, and Notis uses your instruction to decide whether the record qualifies.
What does Certifier need to issue the credential?
Use the combined create, issue, and send action when the required credential details, recipient details, and group are ready.
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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