Purpose
1. Ensure every learner who completes a course in adult continuing education automatically receives a personalized, compliant certificate.
2. Satisfy regulatory, accreditation, and reporting needs by automating certificate generation, storage, notification, and delivery.
3. Eliminate manual steps, reduce human error, ensure timely issuance, and maintain a standard for certificate format and content as mandated by relevant authorities.
Trigger Conditions
1. Learner’s final module is marked complete in LMS.
2. Required course hours/criteria validated in system.
3. Compliance status set to ‘passed’ or ‘certified’.
4. No outstanding payments or documentation; all process criteria fulfilled.
Platform variants
1. Google Classroom
- API: `Courses.CourseWork.Submissions.list`, `Users.get`, `Drive.Files.create` for generating and storing certificates.
2. Moodle
- Function: `core_completion_get_course_completion_status` to verify completion, `mod_certificate_issue_certificate` for PDF certificate creation.
3. Canvas LMS
- API: `GET /api/v1/courses/:course_id/enrollments`, `POST /api/v1/accounts/:account_id/certificates` for issuing certificates.
4. Microsoft Power Automate
- Feature: ‘When a record is created/updated’ from Dataverse to trigger, with ‘Create PDF’ and ‘Send email’ actions.
5. Zapier
- App: ‘Trigger on Course Completion’ from LMS, Use ‘PDF Generator’ and ‘Email by Zapier’ for delivery.
6. Accredible
- API: `POST /v1/credentials` to generate credentials, with auto-email using their delivery function.
7. DocuSign
- Feature: ‘Envelope Creation’ using template for certificate, workflow to email student upon completion.
8. Salesforce
- Process Builder: ‘Record Change: Course Completion’, trigger ‘Document Generation’ (Conga Composer/Drawloop).
9. Parchment
- API: `POST /v1/certificates` for compliant certificate records, document distribution workflow.
10. Adobe Sign
- API: `POST /agreements` using template certificate, deliver to learner’s verified email.
11. Gmail API
- `Users.messages.send` to send generated certificate attachments post-completion.
12. SendGrid
- API: `mail/send` for bulk or individual email sends with certificate PDFs attached.
13. AWS Lambda
- Trigger: S3 bucket update (certificate PDF upload), Lambda to notify, log, or distribute.
14. Google Cloud Functions
- Trigger: Firestore or Google Sheet course status update, function to auto-generate and email PDFs.
15. PandaDoc
- API: `POST /documents` with data-driven document merge, auto-send via template.
16. Microsoft Outlook 365
- Flow: ‘When an item is added’ in SharePoint/OneDrive, auto-mail merge/send certificate.
17. Slack
- API: `chat.postMessage` for notifying student in a private channel or group.
18. Dropbox
- API: `files/upload` to save PDFs, `sharing/create_shared_link` to distribute links.
19. Box
- Trigger: File upload to Box folder, ‘Send notification’ to recipient email.
20. HubSpot
- Workflow: ‘Enrollment Trigger: Course Completed’, Action: ‘Send email with attachment’.
21. Mailgun
- API: `messages.send` for reliable certificate email deliveries.
22. Jotform
- Feature: Completion data triggers certificate email via ‘Autoresponder Email With PDF Attachment’.
23. ActiveCampaign
- Automation: ‘Tag added: Certified’, sends campaign with attached/downloadable certificate.
24. Formstack Documents
- Merge feature: Integrate with forms/LMS, generate and distribute compliant certificates via email.
Benefits
1. Ensures instant, accurate certificate issuance and regulatory compliance.
2. Centralizes reporting and document control for audits.
3. Reduces administrative labor and processing time.
4. Improves learner experience and institutional reputation for prompt certification.
5. Supports integration with audit trails for compliance checks.