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Update trainee records and add badge recipients to lists

Automatically monitor exam completions across exam system and education tools. Create and update when exam completed or pass recorded or score reportedβ€”so you can update attendance, refresh trainee records, and tag badge recipients without manual reporting.

How this automation updates trainee records and badge lists

When exam completed events arrive without a consistent workflow, attendance and contact data drift and badge lists fall out of date. This automation normalizes emails, looks up registrations, then updates Arlo records and upserts Mailchimp subscribersβ€”so your team can keep attendance accurate and follow-ups ready.

  1. 1.Monitor exam completed

    Integrate exam system data and webhook delivery tools to detect exam completion and trigger attendance updates.

    Exaor swap with your favorite app
  2. 2.Lowercases trainee email

    Integrate Formatter by Zapier and email parsing tools to lowercase emails for consistent registration lookups.

    Formatter by Zapieror swap with your favorite app
  3. 3.Find registration record

    Integrate Zapier Tables and lookup tools to match lowercased email and return registration and contact references.

    Zapier Tablesor swap with your favorite app
  4. 4.Update contact details

    Integrate Arlo and contact mapping tools to update certificate fields using the matched contact reference.

    Arloor swap with your favorite app
  5. 5.Update registration attendance

    Integrate Arlo and attendance fields to set attendance to attended, outcome to pass, and grade to the reported score.

    Arloor swap with your favorite app
  6. 6.Add or update subscriber

    Integrate Mailchimp and list management tools to add or update the subscriber and apply the passed-course tag.

    Mailchimpor swap with your favorite app

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Canva
Sysco
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Grammarly
HelloFresh
Lululemon
Barry's
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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Step 1

    Connect your tools

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  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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