1.Detect attendance flag change
Integrate Salesforce and CRM event tracking tools to detect attendance flag updates and trigger downstream certificate creation.
When attendance is marked attended but certificates are handled manually, delivery records and follow-up can get out of sync. This automation generates certificate PDFs, emails them to attendees, and logs sent status in your tracking tablesβso your team can confirm delivery instantly.
Integrate Salesforce and CRM event tracking tools to detect attendance flag updates and trigger downstream certificate creation.
Integrate Google Sheets and analytics tools to look up matching event name and event type for the certificate.
Integrate Formatter by Zapier and document formatting tools to convert the meeting datetime into a human-friendly date.
Integrate Formstack Documents and document templates to generate a certificate PDF and return a shareable merge URL.
Integrate Microsoft Office 365 and email templates to send the certificate PDF as an attachment and include compliant BCC.
Integrate Zapier Tables and Airtable to create delivery log records with merge URL and status set to Sent.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.