Issue Certificates: Triggers and Actions

Modified on: Mon, 8 Jul, 2024 at 9:36 AM



The Issue Certificates Triggers and Actions in Workflows allows you to send certificates or take an action when a certificate is already issued

TABLE OF CONTENTS


Setting up a workflow automation for Certificates

Triggers

To add a Certificate Issued Trigger, go to "Automations" > "Workflows" > click the "Create a Workflow" button at the top right of the screen. Then, click "Add New Trigger" and search for the "Certificate Issued" trigger.




Actions

To add a Issue Certificate Action, go to "Automations" > "Workflows" > click the "Create a Workflow" button at the top right of the screen. Then, click "Add New Action" and search for the "Issue Certificate" action.




Note: All certificates issued via Workflows will show up in Membership > Certificates > Issued Certificates, for easy references.


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