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
Triggers
Actions

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.