Send and store session certificates for training attendees
Send and store session certificates for training attendees
Your incoming certificate requests lack a central file and recipient notice, leaving participants without attestations. Coordinators can confirm delivery same day after files are stored and emailed.
Workflow preview:
Zap details:
Overview
Manual certificate handling slows distribution and creates follow-ups that waste sales ops time. This flow produces the certificate PDF, stores it in the correct year folder, and emails the referent so coordinators can confirm delivery within minutes.