Can I automate certificates with FluentCRM?
My client does some online trainings through Zoom. People sign up on client's website for access to the sessions. When the sessions are over, he wants to send a certificate to them.
These people are added to a list automatically in FluentCRM when they sign up.
I would love to create an automation that sends them a certificate by a certain date with their name on it.
The way I have handled this before is through a self-serve form with Gravity Forms and people could download certificate that was generated with their information.
Trying to avoid the self-serve route so if you have any experience with this, I would love to hear your suggested solution. Thanks.
You could use Pabbly or Make to autofill a template you create in Canva. The problem with Pabbly is that there are no triggers. That means it will receive your name and date info from FluentCRM and create the certificate, but there's nothing to automatically send it back to FluentCRM. Make has the same problem - all actions and no triggers.
That leaves you with API calls to Canva. You could build this with an n8n server. However, you need to know how to configure the HTTP Request nodes to talk to Canva's API to get the job done.
There are also custom certificate platforms around, but I don't know much about their automation capabilities.
William Beem Thanks for that input. I am finding it difficult to automate this if it is not tied to an LMS or similar. It looks like I'll have to do a self-serve form in Gravity Forms to make this happen. Gravity PDF add-on has certificate templates that can be purchased. I would love to see someone create this for FluentForms!