Find the right credential group for incoming leads
Review Certifier's available groups when a new lead arrives, then decide whether that person belongs in a credential program.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
Why this helps
Credential program group details can be hard to find when a prospective participant first enters the CRM.
- Bring group information into the moment a lead is reviewed.
- Reduce context switching between CRM and credential setup.
- Give the team a reported list to guide the next step.
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 lead credential review.
- 3In one instruction, ask Notis to retrieve Certifier groups and report them alongside the new lead context.
- 4Pick New Lead Trigger and choose where run reports should go.
- 5Test with one real new lead and confirm the group list appears in the run report.
Questions about this workflow
Does this workflow issue a credential?
No. It retrieves and reports available groups. Issuing a credential requires a separate workflow with the required recipient and group details.
Can it decide which group a lead belongs to?
Only if your assignment criteria are provided or available in the returned data. Otherwise, the report can help a person choose.
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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