Purpose
1.2. Reduces manual administrative effort by automating data entry, formatting, PDF creation, archival, and secure distribution to collectors, artists, and institutions.
1.3. Ensures certificates are correctly formatted, legally compliant, tamper-resistant, and traceable for provenance verification via automated workflows.
Trigger Conditions
2.2. Triggered when a new consignment is registered.
2.3. Automated trigger via new invoice or payment received event.
2.4. Manual trigger by staff through dedicated dashboard button or API endpoint invocation.
Platform Variants
3.1. DocuSign
• API/Feature: Envelopes: automated certificate document generation and digital signature requests.
3.2. Adobe Sign
• Feature: REST API to automatedly create and store signed certificates.
3.3. Google Docs API
• Function: automated templating and population, followed by automated saving as PDF.
3.4. PandaDoc
• Feature: Document Automation API for certificate generation triggered by webhook.
3.5. Salesforce
• Process Builder/Flow: automating certificate creation on opportunity close.
3.6. Airtable API
• Feature: Automated generation scripts and record storage for authenticity certificates.
3.7. Zoho Creator
• Deluge Script: auto-generate PDF certificates and attach to record workflows.
3.8. Microsoft Power Automate
• Connector: Automated PDF creation and upload to SharePoint/OneDrive upon sales entry.
3.9. Dropbox API
• Automates upload and structured storage of generated certificate files.
3.10. Box API
• Automated file versioning and role-based access for stored certificates.
3.11. OneDrive Graph API
• Automates secure digital archiving with metadata tagging for searchability.
3.12. Zapier
• Zap Steps: Chain of automations—from trigger to dynamic document generation to cloud storage.
3.13. PDF Generator API
• REST API: Automated generation of branded certificate PDFs using supplied templates and data.
3.14. HelloSign
• API: Automates electronic signature on authenticity certificates before storage.
3.15. Trello
• Automation: Generate card/task each time a certificate is created for workflow tracking.
3.16. Monday.com
• Automations: Automated item creation and status update when certificates are filed.
3.17. HubSpot Workflows
• Automation: Trigger automated document generation based on deal pipeline status.
3.18. Notion API
• Automated database record creation with links to generated certificates.
3.19. JotForm
• Automatedly parses form submissions and triggers certificate PDF generation workflow.
3.20. AWS Lambda
• Automated script/process for on-demand certificate generation and storage in S3.
3.21. Google Cloud Functions
• Automates processing and storage workflows as serverless backend functions.
3.22. SharePoint
• Flow: Automates document archiving and reminder tasks for authenticity tracking.
Benefits
4.2. Accelerates certificate delivery and provenance verification for buyers and auditors.
4.3. Automates secure digital storage with granular access controls, ensuring compliance.
4.4. Enables automated traceability and quick retrieval for exhibitions, sales, or audits.
4.5. Scales automatable operations for high-volume galleries with minimal staff overhead.
4.6. Systematically automates multi-channel digital distribution (email, cloud link, CRM log).
4.7. Automatedly integrates with marketing, CRM, or accounting systems for workflow cohesion.