Issue certs, update training rows, and notify trainees
Issue certs, update training rows, and notify trainees
Your signed training PDFs in email leave trainee records incomplete and delay certificates. Trainees receive certificates and training rows are updated the same day.
Workflow preview:
Zap details:
Overview
Signed training PDFs often sit in inboxes, leaving program coordinators to chase attendees and manually issue certificates. This flow extracts the trainee reference, attaches the signed file to the training registry, issues the credential, and emails the trainee so credentials go out the same day.