Certify customer milestones from form responses
Make customer success moments memorable by issuing a credential at the moment a milestone is confirmed.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Milestone recognition is easy to postpone when it depends on a manual review queue.
- Celebrate progress while engagement is high
- Reduce recognition delays
- Use one repeatable milestone process
Setup
Build it in a few focused steps.
- 1Connect Typeform and Certifier once.
- 2Create an automation that reviews the milestone response and issues the appropriate Certifier credential.
- 3Use New Form Response as the trigger.
- 4Choose where reports go and test with one completed milestone response.
Questions about this workflow
Can Notis issue different credentials for different milestones?
Yes. Describe the milestone criteria and the Certifier group to use for each case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Certifier. A trigger fires from one place; an action lands in another.
Typeform 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.
New Form Response
Triggers when a respondent completes and submits the form.
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.
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
Connect any two apps with Notis in the middle.
Typeform and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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