Issue Certificates: Triggers and Actions
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…
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
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
- Prerequisite for using WhatsApp under Workflows
- Setting up a workflow automation for Certificates
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.
Was this guide helpful?