Create certificate PDF and attach to CRM contact
Create certificate PDF and attach to CRM contact
Certificate requests arrive without linked client records, forcing admin to search files and delaying delivery. Add PDFs to the client CRM record so staff can share them same day.
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Overview
When certificate requests come in, this flow generates a personalized PDF and attaches the link to the client's CRM record so coordinators can deliver documents same day. That removes manual file hunting and frees your small team to focus on client care rather than admin.