Workflow Trigger: Certificates Issued

The Certificates Issued trigger enhancement allows users to trigger workflow actions based on the issuance of certificates, offering a more tailored approach to automation.

How to Use this Workflow Trigger:

Implementing the Certificates Issued trigger is a straightforward process, designed to streamline your workflow automation efforts. Follow these steps to leverage this feature effectively:

1. Access Workflow Builder: Log in to your account and navigate to the Workflow Builder section.
   

   

2. Select Certificates Issued Trigger: Within the Workflow Builder interface, locate the Certificates Issued trigger among the available options.
   

   

1. Add Filters: Users can add filters based on certificate templates and different conditional operators to further customize the workflow trigger.
   

   

2. Define Trigger Conditions: Specify the conditions under which you want the trigger to activate, such as the issuance of a specific certificate template.
   

   

3. Choose Certificate Templates: Select certificate templates for actions, ensuring that the appropriate template is issued as a certificate in response to the trigger. 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”

1. Customize Workflow Actions: Define the actions you want the workflow to undertake in response to certificate issuance, such as sending notifications or updating records.

Benefits of Certificates Issued Workflow Trigger:

The introduction of the Certificates Issued trigger offers several significant benefits to users:

1. Tailored Automation: Users can trigger workflow actions precisely when certificates are issued, enabling tailored responses to certificate issuance events.

2. Enhanced Customization: With the ability to add filters based on certificate templates and conditional operators, users can customize workflow triggers to meet specific business needs.

3. Efficient Certificate Issuance: By choosing certificate templates for actions, users can streamline the issuance process, ensuring that the appropriate certificate is generated automatically in response to the trigger.