1.Starts the sub-zap
Integrate Sub-Zap by Zapier to begin the certificate workflow from the calling sub-zap so your team can generate certificates on demand.
Create digital guarantee certificate and publish to folder
Automatically monitor certificate generation inputs across Zapier Tables and Google Docs when sub-zap starts, signer identifier is provided, or bond key is passedβso you can generate certificate fields, export a PDF, and publish a public link without manual document publishing. Create and update when extracted certificate data is ready to store in Google Drive and return it back to the calling sub-zap so you can deliver guarantees faster.
How this automation publishes guarantee certificates to your folder
When sub-zap inputs arrive, certificate PDFs can stay incomplete and delayed in manual processing. This automation looks up signer and bond records, cleans and maps certificate fields, creates a PDF, and uploads it to a public folderβso your team can deliver certificates faster.
Sub-Zap by Zapieror swap with your favorite app
2.Finds certificate and signer records
Integrate Zapier Tables and spreadsheet lookup tools to find matching certificate text and signer text so you can centralize certificate inputs.
Zapier Tablesor swap with your favorite app
3.Cleans and parses certificate fields
Integrate Formatter by Zapier and data parsing tools to extract cert number, issue date, and expiry date so you can structure certificate data.
Formatter by Zapieror swap with your favorite app
4.Creates the certificate from template
Integrate Google Docs and document templating tools to populate fields and request PDF export so you can prepare a finalized certificate file.
Google Docsor swap with your favorite app
5.Gets the public folder location
Integrate Storage by Zapier and folder configuration tools to retrieve the public folder id so you can upload to the right destination.
Storage by Zapieror swap with your favorite app
6.Uploads the PDF and returns link
Integrate Google Drive and file upload tools to upload the exported PDF and capture the public link so you can publish guarantees.
Google Driveor swap with your favorite app
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