Review your available certificate and badge designs
Get a scheduled inventory of Certifier designs so credential planning starts with a current catalog.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
Why this helps
Design choices can be scattered across tools when preparing a credential program.
- Keep design discovery on a predictable schedule.
- Reduce repeated manual browsing when planning awards.
- Receive results in the report channel your team already uses.
Setup
Build it in a few focused steps.
- 1Connect Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for design review.
- 3Describe that Notis should retrieve and summarize available Certifier designs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the catalog appears in the report.
Questions about this workflow
Does the workflow create or publish a design?
No. List Designs retrieves certificate and badge designs for review.
Can I choose how often it runs?
Yes. Choose a recurring schedule as the trigger when creating the automation.
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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