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Grant next exam access and issue badge to learner

Automatically add learners who complete qualifying certification to next-exam access groups across LearnUpon, Zapier and SMTP by Zapier. Issue digital badge credentials and notify learners when certifications pass, so you can assign access, deliver badges, and email confirmations without manual follow-up.

How this automation issues badges and grants next access

When certification-completed learners are not assigned to the next exam group, access and credentialing can stall for the wrong users. This automation filters qualifying completions, looks up and creates missing group memberships, then triggers badge issuance and sends learner notificationsβ€”so your team can scale exam readiness without manual follow-up.

  1. 1.Monitors enrollment completed

    Integrate LearnUpon and LMS workflows to detect enrollment completed events for qualifying certification completions.

    LearnUponor swap with your favorite app
  2. 2.Filters to qualifying completions

    Integrate Filter by Zapier and course completion data to continue only for qualifying certification courses and passed completions.

    Filter by Zapieror swap with your favorite app
  3. 3.Requests current group memberships

    Integrate Webhooks by Zapier and API tools to fetch current group memberships from the LMS API using the user id.

    Webhooks by Zapieror swap with your favorite app
  4. 4.Looks up next exam group IDs

    Integrate Formatter by Zapier and lookup tables to map course code to the correct next-exam group ID list.

    Formatter by Zapieror swap with your favorite app
  5. 5.Creates missing group memberships

    Integrate Looping by Zapier and LearnUpon to iterate group IDs and create memberships only when they do not already exist.

    LearnUponor swap with your favorite app
  6. 6.Issues badge and emails learner

    Integrate Sub-Zap by Zapier and SMTP by Zapier to trigger credential issuance and then send the pass notification email.

    SMTP by Zapieror swap with your favorite app

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Barry's
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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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