Implementing the Certificates Issued trigger is a straightforward process, designed to streamline your workflow automation efforts. Follow these steps to leverage this feature effectively:
Access Workflow Builder: Log in to your account and navigate to the Workflow Builder section.
Select Certificates Issued Trigger: Within the Workflow Builder interface, locate the Certificates Issued trigger among the available options.
Add Filters: Users can add filters based on certificate templates and different conditional operators to further customize the workflow trigger.
Define Trigger Conditions: Specify the conditions under which you want the trigger to activate, such as the issuance of a specific certificate template.
Choose Certificate Templates: Select certificate templates for actions, ensuring that the appropriate template is issued as a certificate in response to the trigger. Save, publish and/or test the article after completion.
NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Customize Workflow Actions: Define the actions you want the workflow to undertake in response to certificate issuance, such as sending notifications or updating records.
The introduction of the Certificates Issued trigger offers several significant benefits to users:
Tailored Automation: Users can trigger workflow actions precisely when certificates are issued, enabling tailored responses to certificate issuance events.
Enhanced Customization: With the ability to add filters based on certificate templates and conditional operators, users can customize workflow triggers to meet specific business needs.
Efficient Certificate Issuance: By choosing certificate templates for actions, users can streamline the issuance process, ensuring that the appropriate certificate is generated automatically in response to the trigger.
