Event & Continuing Education AutomationPurpose
1.2. To automate data flow from event registration and check-in platforms directly into the CPD management system, eliminating data silos and increasing compliance accuracy.
1.3. To automate notifications and status updates to members and administrators once attendance records are updated.
1.4. To automate the reconciliation and validation of attendance against events to prevent duplicates and errors.
Trigger Conditions
2.2. Automated submission of attendance files by event organizers via integration or upload.
2.3. Automated scheduled pulls of attendance logs from compatible platforms post-event.
2.4. Automated verification or approval by event administrator before final CPD record update.
Platform Variants (List of 20+ with function/API to configure)
• Endpoint: Event Attendees API — automate fetching attendance data by event ID.
3.2. Zoom
• Endpoint: /report/participants — automate extraction of webinar attendance for CPD purposes.
3.3. Microsoft Teams
• Graph API: /meetings/attendanceReports — automate polls of attendance reports post-session.
3.4. GoToWebinar
• API: /attendees — automate pull of attendee lists for event automation.
3.5. Cvent
• API: RetrieveEventAttendees — automate transfer of event checked-in data to CPD system.
3.6. Salesforce
• Object: EventAttendance__c — automate flows to add attendance to contact and CPD record.
3.7. Moodle
• Web Service: core_completion_get_course_completion_status — automate CPD updating upon module completion.
3.8. Google Sheets
• REST API: Spreadsheets.values.get — automate retrieval of attendance sheets for import.
3.9. Mailchimp
• Event API: Track in-person event signups and automate status updates to profiles.
3.10. HubSpot
• Engagements API: automate management of event participation and sync to custom CPD property.
3.11. SAP SuccessFactors
• OData API: LearningEvent — automate event/attendance sync for CPD compliance.
3.12. SurveyMonkey
• Webhook: On survey completion (for post-event surveys), automate marking of CPD attendance.
3.13. Smartsheet
• API: Read Row Content — automate import of checked-in attendees from event tracker sheets.
3.14. Slack
• Event API: Attend event workflow — automate logging event attendance to member files.
3.15. Trello
• Power Up: Custom Fields API — automate add event participation as checklist/label for user.
3.16. AirTable
• API: List Records — automate retrieval of attendance table for CPD management.
3.17. CertifyMe
• API: Certificate Issued webhook — automate update CPD upon certificate generation.
3.18. ActiveCampaign
• Automation API: Tag or deal update on event attendance for CPD logging.
3.19. Zoho Creator
• API: Fetch Records — automate retrieve attendance forms and sync with member CPD logs.
3.20. iMIS (Association Management)
• REST API: Activity Create — automate injection of event attendance as activity for CPD.
3.21. Asana
• Webhook: Task (event) completion trigger automate to update CPD record in external system.
3.22. Wufoo
• Webhook: Form Entry Submission — automate attendance marking based on online RSVP.
Benefits
4.2. Automates the process for real-time CPD record updates, enhancing member satisfaction.
4.3. Enables scalable automation as event volume and membership grow.
4.4. Automating compliance reporting helps the association meet regulatory CPD requirements.
4.5. Automation saves administrative time, allowing association staff to focus on high-value activities.
4.6. Automated notifications keep members informed of their CPD status after events.
4.7. Automates data audit trails for transparency and accountability.
4.8. Automatable error reconciliation ensures reliable records for both virtual and live events.
4.9. Support for automating multi-platform event formats (hybrid, on-site, virtual).
4.10. Reduces risk of untracked CPD events and missed credits by automating tracking end-to-end.