Turn customer account milestones into recognition
Keep account-level customer progress visible and issue a credential when your stated milestone is reached.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account progress can move forward without a clear moment to recognize customer achievement.
- Recognize account-level progress close to the milestone.
- Reduce manual checks across customer records.
- Make the required recipient and group explicit in the automation instruction.
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 customer milestone.
- 3Describe the qualifying Account milestone, credential, recipient, and Certifier group in one instruction.
- 4Pick Account Created or Updated and choose where run reports should go.
- 5Test with one real Account example and confirm the intended recipient and award.
Questions about this workflow
Can an Account record provide the credential recipient?
Use the prompt to identify the intended recipient from Salesforce data. If the recipient detail is not available on the Account or related data, supply it or choose a workflow triggered by a Contact.
Will this run for updates as well as new Accounts?
Yes. The trigger captures both Account creations and updates using LastModifiedDate.
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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