Workflow Action: Issue Certificate

The "Issue Certificate" workflow action simplifies the process of certificate issuance by automating it based on predefined triggers. This enhancement offers users a seamless way to generate certificates in response to specific events, streamlining workflow automation efforts.

How to Use the Feature

1. Access Workflow Builder: Log in to your CRM account and navigate to the Workflow Builder section, where you can create and manage automated workflows.
   

   

2. Select Certificates Issued Trigger: Within the Workflow Builder interface, locate and select the "Certificates Issued" trigger from the available options.
   

   

3. Define Trigger Conditions: Specify the conditions under which you want the trigger to activate. This could include the issuance of a particular certificate template or other relevant criteria.
   

   

4. Add Filters: Enhance customization by adding filters based on certificate templates and different conditional operators. This allows for a more refined triggering process tailored to your specific business requirements.
   

   

5. Customize Workflow Actions: With the new "Issue Certificate" workflow action, users can define specific actions to be executed in response to the certificate issuance trigger. This could include sending notifications, updating records, or any other automated task, streamlining the certificate issuance process and enhancing workflow efficiency.
   

   

6. Choose Certificate Templates: Select the appropriate certificate templates to be issued as certificates when the trigger condition is met. Ensure that the chosen templates align with the intended purpose and audience of the certificates.Save, publish and/or test the article after completion.
   
   NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Benefits of the Feature

1. Tailored Automation: The "Issue Certificate" workflow action enables users to trigger automated responses precisely when certificates are issued, ensuring a tailored approach to certificate issuance events.

2. Enhanced Customization: With the ability to add filters based on certificate templates and conditional operators, users have the flexibility to customize workflow triggers according to their unique business needs and workflows.

3. Efficient Certificate Issuance: By selecting certificate templates for actions, users can streamline the certificate issuance process. This automation ensures that the appropriate certificate is generated automatically in response to the trigger, saving time and effort.