What is Pipedream?

Pipedream lets you connect Certifier with thousands of the most popular apps to automate your certification workflow. Among the available apps, one can find a lot of popular LMSs like Kajabi, Thinkific, Teachable, TalentLMS, survey & quiz tools like Google Forms, Typeform or Survey Monkey, and many others.

How do Pipedream integrations work?

Pipedream lets you set up automated workflows that pass information between two or more apps easily and quickly – no code required. A Workflow consists of a Trigger and an Action. A trigger is an event that starts the workflow, an action is an event that an automation performs.

Let’s use an example:

You would like to automatically issue certificates via Certifier to people who send you a response via Google Forms. Using this example, a new Google form response would be a trigger, while certificate issuance would be an action performed by Certifier.

What do you need to integrate Certifier with Google Forms via Pipedream?

Free Pipedream account (create one here)
Free Certifier account with at least one group.

Creating a workflow in Pipedream

Once you have signed up for Pipedream, it is time to create your first workflow. In this article, we will explain how to set up an integration between Certifier and Google Forms via Pipedream workflow. The event “Watch responses in Google Sheets” will be used as a trigger, while the “Issue Credential” event in Certifier will serve as an action.

1. Log in to Pipeream and press "+New" → "Workflow"

2. Start configuring a trigger

Click on "Add trigger" and select an app you want to use as a trigger – Google Forms.
Select the event that should perform the trigger – “New Response”.

3. Choose the account you want to use for this automation or connect a new one:

4. Follow this step by choosing a form for which you would like to issue certificates. To select it, copy and paste the ID part of the link into your form:

Once you have the ID, paste it in the Form ID field and press on Save and continue:

❗️Keep in mind that your form should have the recipient's email and name fields.

5. Finish the process of setting up a trigger by running a test. Running a test ensures that everything is set up correctly.

The result of a successful test should contain the text responses to your questions, like this:

If everything looks correct, press on Continue!

6. Move on to setting up an action.

Select an app you want to use as an action – Certifier.
Select the event that should perform the trigger – “Issue Credential”.

7. Choose your Certifier account and integrate it with Pipedream via access token.

To generate an access token, go to Certieir → Account → Settings → Developers → Access Token and press "Generate Access Token".

❗️Please, keep in mind that for security reasons, Certifier shows your access token just once. Copy and paste it straight after it is generated. Consider storing your access token in a secure place to set up other integrations.

Once you have the key, paste it in the Access token field to finish the connection.

8. Populate the fields in the action section by selecting the path to the fields from your test response.

Group – select a group that will be used to distribute certificates to.
Recipient Name – the name of your recipient.
Note: some apps store names and last names separately. Thus, you will have to add these two attributes to the Recipient name field with a spacebar between them.
Recipient Email – the email of your recipient.
Issue Credential – select whether you want your certificate to be automatically issued once your Workfow is triggered (the field is set to True) or whether you wish to save credentials as draft and publish them manually from Certifier dashboard.
Send Credential – select whether you want your certificate to be automatically sent once it's issued.

If you see some other inputs, it means that there are custom attributes on your account. If you want to add some specific data from your Google Form, you can create a custom attribute in Certifier and populate that field with the appropriate data

9. Finish the process of setting up the action by running a test. Running a test ensures that everything is set up correctly.

If the test is successful, you will see a newly issued certificate in the Credentials section of your Certifier account. Don't worry, it is a test certificate with dummy data.

10. Click "Deploy" and enjoy the beauty of a fully automated certification process 🥳

Need more help?