Using Certificate Triggers and Actions in Workflows

Certificate Automation in Workflows

Workflows in your CRM include specialized triggers and actions for managing certificates. You can automatically issue certificates or trigger workflows when certificates are issued, creating powerful automation for your certification processes.

Creating a Workflow for Certificates

To begin setting up certificate automation, navigate to the Automations section in your CRM and select Workflows. Click the "Create a Workflow" button located at the top right corner of the screen to start building your automation.

Certificate Issued Trigger

The Certificate Issued trigger allows you to start a workflow whenever a certificate is issued to a contact. To add this trigger to your workflow:

• Click "Add New Trigger" within your workflow
• Search for and select the "Certificate Issued" trigger
• Configure any additional settings as needed

This trigger will activate your workflow whenever a certificate is successfully issued, allowing you to perform follow-up actions.

Issue Certificate Action

The Issue Certificate action enables you to automatically issue certificates to contacts through your workflow. To add this action:

• Click "Add New Action" in your workflow
• Search for and select the "Issue Certificate" action
• Configure which certificate to issue and to which contact

Tracking Issued Certificates

All certificates issued through workflows are recorded in the CRM's certificate management system. You can view them by going to Membership > Certificates > Issued Certificates, where you'll find a complete record of all certificates distributed through automation.