Give qualified partner contacts a clear welcome
Issue a partner credential as a new contact enters your onboarding process, using the group and recipient details you specify.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Partner onboarding involves several handoffs, and a welcome credential can get lost among them.
- Recognize new partner contacts promptly.
- Keep onboarding recognition connected to Salesforce.
- Issue and send a credential in one action when details are ready.
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 clear onboarding name.
- 3Describe which new contacts qualify, the credential to issue, recipient details, and Certifier group in one instruction.
- 4Pick New Contact Trigger and choose where run reports should go.
- 5Test with one real contact and review the issued credential and report.
Questions about this workflow
Will every new Contact receive a credential?
State the qualifying partner criteria in your instruction. Notis can evaluate returned record data, but criteria that are not present in Salesforce must be supplied by you.
What if the Certifier group is not known yet?
Provide the group details before using the create, issue, and send action. You can use List Groups to retrieve available groups.
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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