Issue Certificates: Triggers and 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.