Generate certificate PDFs and log contacts from submissions
Generate certificate PDFs and log contacts from submissions
Your qualification submissions arrive without a certificate or CRM entry, stalling outreach. The workflow creates a PDF certificate and updates the contact record so coordinators can act same day.
Overview
When certification submissions are handled manually, coordinators waste time creating files and logging records. This workflow produces a ready-to-send PDF certificate and updates the contact record automatically, enabling same-day outreach and cleaner reporting.