Who This Is For / When to Use
Use this trigger if you want to automate actions immediately after a certificate is issued, such as sending follow-ups, tagging contacts, notifying teams, or issuing additional certificates.
This applies whether certificates are issued:
Automatically (for example, via course completion)
Manually by an administrator
What the Certificates Issued Trigger Does
This trigger adds a contact to a workflow at the moment a certificate issuance event occurs.
The trigger can be refined using filters so the workflow only runs for specific certificate templates.
How to Set Up the Certificates Issued Trigger
Step 1: Open the Workflow Builder
Log in to your account.
Go to Automations > Workflows.
Click + Create Workflow.
Step 2: Add the Certificates Issued Trigger
In the workflow builder, click Add Trigger.
From the trigger dropdown, select Certificates Issued.
Confirm or edit the trigger name if needed.
Step 3: Add Trigger Filters (Optional but Recommended)
Filters control which certificate issuances activate the workflow.
In the Filters section, select Templates.
Choose an operator (for example, Is).
Select the certificate template that should trigger the workflow.
Click Add filters if you need multiple conditions.
Step 4: Save the Trigger
Review the trigger and filters.
Save the trigger to add it to the workflow canvas.
Adding Actions After the Trigger
Issue a Certificate (Optional Action)
You can issue a certificate as part of the workflow after the trigger fires.
Click + Add Action.
Select Issue Certificate.
Enter an action name.
Choose the certificate template to issue.
Save the action.
Additional Common Actions
After the trigger fires, you can add actions such as:
Send email or SMS notifications
Apply or remove tags
Update contact fields
Assign internal users
Trigger additional workflows
Publish and Test the Workflow
Click Save.
Use Test Workflow to confirm behavior.
Publish the workflow to activate it.
Common Issues and Fixes
The workflow does not trigger
Confirm the workflow is published, not in draft.
Verify the correct certificate template is selected in filters.
Ensure the certificate issuance event actually occurred.
The trigger fires unexpectedly
Review filters to ensure they are not too broad.
Use template-specific filtering to narrow activation.
Frequently Asked Questions
What is the Certificates Issued workflow trigger?
It is a workflow trigger that activates automation when a certificate is issued to a contact.
Does this trigger work for manual certificate issuance?
Yes. Manual and automated certificate issuance both fire the same issuance event.
Can I limit the trigger to specific certificates?
Yes. Use Templates filters to target specific certificate templates.
Do I need to publish the workflow?
Yes. Draft workflows do not run triggers.
Can I issue another certificate inside the workflow?
Yes. You can add an Issue Certificate action after the trigger.