Generate filled project certificate PDF and save to folder

Webhook submissions lack populated certificate data, forcing manual PDF creation and missing attachments. It creates and files completed certificate PDFs so coordinators have documentation same day.

Generate filled project certificate PDF and save to folder

Overview

Incomplete submission payloads force project coordinators into manual PDF editing and scattered files. This flow automatically produces a completed certificate PDF, files it into the correct project folder, and triggers follow-up steps so your team has the documentation ready the same day. It reduces manual churn and speeds handoffs to approvals and installers.

Generate filled project certificate PDF and save to folder