Dynamic Certificate Generation via Sertifier and Pabbly Connect

Learn how to generate dynamic certificates using Sertifier and Pabbly Connect with this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Dynamic Certificate Generation

To start generating dynamic certificates, you need to access Pabbly Connect. This platform serves as the central integration hub for connecting various applications like Sertifier, Google, and more.

After logging into your Pabbly Connect account, navigate to the dashboard, where you’ll find the option to create a new workflow. This is where you will set up the automation for generating certificates dynamically.

2. Creating a Form Using Pabbly Form Builder

The first step in the process is to create a form using Pabbly Form Builder. This form will collect essential details from users, such as their first name, last name, and email address.

• Log into Pabbly Form Builder.
• Click on ‘Create New Form’ and customize the fields.
• Add fields for first name, last name, and email address.

Once the form is created, save it and ensure it is connected to Pabbly Connect for further processing. This integration is crucial for automating the certificate generation process.

3. Setting Up the Workflow in Pabbly Connect

After creating the form, the next step is to set up the workflow in Pabbly Connect. This workflow will automate the process of sending the collected data to Sertifier for certificate generation.

In Pabbly Connect, select the trigger application, which will be Pabbly Form Builder. Choose the event as ‘New Form Submission’ to initiate the workflow whenever a user submits the form. Then, connect it to Sertifier as the action application to create the certificate.

• Select Sertifier as the action application.
• Choose the action event as ‘Create Certificate’.
• Map the fields from the form to the Sertifier template.

Ensure all mappings are correct, as this will determine how the data appears on the generated certificates. Test the workflow to confirm that it functions as expected.

4. Sending the Generated Certificates via Email

Once the certificates are generated, the next step is to send them to the users via email. This can also be automated through Pabbly Connect.

In the workflow, add another action step after the Sertifier integration. Choose Gmail as the action application and select ‘Send Email’ as the event. Here, you will configure the email settings, including the recipient’s email address, subject, and body content.

Set the recipient’s email to the one collected from the form. Customize the email subject and body to include the certificate link. Attach the generated certificate from Sertifier.

Once configured, test the email action to ensure that users receive their certificates successfully. This automation streamlines the entire process, making it efficient and user-friendly.

5. Finalizing the Setup and Testing

The final step is to finalize your setup in Pabbly Connect and perform a comprehensive test to ensure everything works seamlessly. Check the entire workflow from form submission to certificate delivery.

Make any necessary adjustments based on the test results. Once satisfied, you can activate the workflow, allowing users to start receiving their dynamic certificates automatically.

By utilizing Pabbly Connect effectively, you have created a robust system for dynamic certificate generation that integrates various applications for a smooth user experience.

Conclusion

In this tutorial, we explored how to generate dynamic certificates using Sertifier and Pabbly Connect. By following these steps, you can automate the entire process, making it efficient and user-friendly.