Events and Education AutomationPurpose
1.2. Automating certificate distribution ensures prompt, consistent, and branded acknowledgment for learners, supporting engagement and record-keeping.
1.3. Streamlines event completion workflows—capturing attendance, generating personalized certificates, automated emailing, secure storage, and backend logging.
Trigger Conditions
2.2. Submission of end-of-program evaluation forms.
2.3. Automated workflow from manual approval by arboretum staff.
2.4. Scheduled trigger by course end-date/time.
2.5. Automated input from attendee check-in system.
Platform Variants
• Feature/Setting: automate certificate PDF as attachment to attendee’s email via send method.
• Sample Config: Use `users.messages.send` API with MIME base64 certificate attachment.
3.2. Microsoft Power Automate
• Feature/Setting: automates certificate generation and dispatch as email attachment.
• Sample Config: Use trigger from Microsoft Forms, action to create PDF, and send via Outlook.
3.3. Zapier
• Feature/Setting: automate from form completion or spreadsheet row update, generate PDF, auto-send email.
• Sample Config: Google Forms trigger, Google Slides (create certificate), Gmail (send).
3.4. Twilio SendGrid
• Feature/Setting: automates certificate delivery by transactional email API.
• Sample Config: POST to `/mail/send` with certificate as PDF attachment.
3.5. Salesforce Process Builder
• Feature/Setting: automate workflow when Event status = completed, generate document, send email.
• Sample Config: Process triggered on Event object change, attach certificate from Template.
3.6. DocuSign
• Feature/Setting: automate certified document sending and recipient signing.
• Sample Config: Envelopes::createEnvelope with certificate and recipient’s details.
3.7. PandaDoc
• Feature/Setting: automate certificate generation and emailing via API.
• Sample Config: POST to `/documents` endpoint; send via `/send` action.
3.8. Adobe Acrobat Sign
• Feature/Setting: automate sending branded, fillable certificates, collect digital signatures if required.
• Sample Config: Use REST API to automate sending with certificate template.
3.9. Slack
• Feature/Setting: automate delivery post-event using Slack bot to DM certificate links.
• Sample Config: Bot uses `files.upload` API to send PDF.
3.10. WhatsApp Business API
• Feature/Setting: automate direct delivery of digital certificate via WhatsApp to recipient.
• Sample Config: Send media message with PDF attachment through `messages` endpoint.
3.11. Airtable
• Feature/Setting: automate certificate tracking, trigger workflows when attendee’s completion status is updated.
• Sample Config: Automation on table update triggers certificate script.
3.12. Typeform
• Feature/Setting: automator outputs via webhook upon form submission for event completions.
• Sample Config: Configure webhook to trigger certificate script.
3.13. Google Drive API
• Feature/Setting: automate storing certificates in attendee’s folder and sharing link.
• Sample Config: Use `files.create` and `permissions.create` for access.
3.14. Monday.com
• Feature/Setting: automate board automations for certificate dispatch post-event completion item update.
• Sample Config: When item status changes, webhook triggers certificate generation.
3.15. Trello Power-Ups
• Feature/Setting: automate card movement on completion, trigger certificate action via webhook or Power-Up.
• Sample Config: Card completion triggers HTTP request to certificate server.
3.16. HubSpot Workflows
• Feature/Setting: automate follow-up and emailing of certificates post-webinar/event.
• Sample Config: Enrollment trigger post-event, automated email with attachment.
3.17. Mailgun
• Feature/Setting: automate secure, bulk emailing of digital certificates.
• Sample Config: Use `messages` API with PDF certificate.
3.18. AWS Lambda
• Feature/Setting: automate backend function to generate PDF from template and trigger email.
• Sample Config: Lambda function integrates with SES for automated dispatch.
3.19. Freshdesk
• Feature/Setting: automate replies to ticket-based event attendees with certificate emails.
• Sample Config: Workflow automation replies with dynamic attachment.
3.20. Dropbox API
• Feature/Setting: automate file certificate storage, sharing, and notification using Dropbox.
• Sample Config: `/files/upload` and `/sharing/create_shared_link_with_settings`.
Benefits
4.2. Automating eliminates manual entry and reduces errors in event follow-up.
4.3. Supports scalable growth in educational event volume by automating acknowledgments.
4.4. Improves attendee satisfaction with instant, automated confirmation and records.
4.5. Automates compliance and tracking for grant or accreditation purposes.
4.6. Enables seamless, secure, and auditable storage using automatable cloud platforms.