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Record exam results and issue learner certificates instantly

Automatically monitor new exam submissions across Pointerpro and learner systems. Create and update when exam results submit, pass outcome matches, or retake follow-up is dueβ€”so you can log roster records, issue learner certificates, and send retake emails without manual follow-up.

How this automation accelerates learner certification

When exam submissions come in, manual grading and certificate handling can delay learner outcomes. This automation captures results in Zapier Tables, issues certificates for passing submissions, and emails non-passers for retakesβ€”so your team can move faster with fewer errors.

  1. 1.Detect new survey response

    Integrate Pointerpro and survey tools to capture completed exam submissions and extract learner name, email, status, timestamp, and submission id.

    Pointerproor swap with your favorite app
  2. 2.Create roster record

    Integrate Zapier Tables and data mapping tools to create a record and store learner name, learner email, status, and reference links.

    Zapier Tablesor swap with your favorite app
  3. 3.Route by pass or fail

    Integrate Filter by Zapier and conditional logic to branch on the recorded outcome for the configured passing path or non-passing path.

    Filter by Zapieror swap with your favorite app
  4. 4.Create certificate recipient

    Integrate Virtualbadge.io and certificate delivery tools to create the recipient and issuance details for passing submissions with reference metadata.

    Virtualbadge.ioor swap with your favorite app
  5. 5.Send retake follow-up email

    Integrate Microsoft Office 365 and email scheduling tools to notify non-passers and send a delayed retake email with the retake link.

    Microsoft Office 365or swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

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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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Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  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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