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Guide to Automations

In this article, you’ll learn about Certifier Automations and how they streamline your certification workflow by reducing manual tasks.

Caroline Tyrko avatar
Written by Caroline Tyrko
Updated this week

What are Automations?

Certifier Automations is a simple 2-step “trigger → action” system that issues credentials the moment your data arrives. They let you connect Certifier to the tools you already use and love — like Google Sheets, Microsoft Excel, or Google Forms — without writing a single line of code.

Whether you're running courses, webinars, surveys, or internal trainings, automations save you time without complex setups. These are just simple workflows that run in the background, so you can focus on things that matter.

Why Use Automations?

Automations remove the manual work from credentialing, so you can focus on impact instead of spreadsheets. With just one setup, you can:

  • Issue credentials automatically when someone fills out a form, finishes a course, or submits data.

  • Use data from tools you already rely on – like Google Sheets, Microsoft Excel, Google Forms, and more.

  • Simplify your tech stack – no tokens, no Zapier, no complex integrations. Just a direct, built-in flow inside Certifier.

It's the fastest way to bring automation into your credentialing process – and it just works.

How do Automations Work?

Every automation in Certifier is built on a streamlined structure:

  • Trigger – The event that starts the automation. For example, a new row in a spreadsheet, added manually, via a form submission, or another app. The trigger provides the data that will be used to issue credentials.
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  • Action – What happens next. Certifier reads the data, then issues the credential.

Think of it like this:
1. Data appears in the connected app.

2. Certifier sees it.

3. A credential is issued instantly – no manual work needed! 🎓

What Can You Automate?

Our current automation templates allow you to connect Certifier with:

💡Tip: Even if we don’t support your favourite app directly yet, you can still send data from it to one of the supported tools above.

Learn more here: Automate issuing Credentials with Google Sheets native integration

Where to Find Automations in Certifier

Getting started is easy!

  1. Log in to your Certifier dashboard.

  2. Click the Automations tab.

  3. Hit +Create Automation to start building your workflow.

You’ll see a list of templates – these are prebuilt automation flows that connect Certifier with your data source in just a few clicks.

How to Start Building Automation?

After you decide on the automation you'd like to build, press Use Template to move to our editor:

Next Steps

Ready to start? Jump to the specific instructions here:

FAQs

What plan is required to use automations?

Automations are available to all Certifier users — no upgrade required.

Is there a limit on the number of active automations I can have?

No, there’s no limit. You can create as many automations as you need. Keep in mind, though, that if your automation’s action is credential issuance, the number of credentials issued is still limited by the quota available in your subscription plan. All the credentials issued on top of your account limit will be saved as drafts.

What apps can I connect using Certifier Automations?

Our current automation templates allow you to connect Certifier with:

  • Google Sheets

  • Microsoft Excel

  • Airtable

  • Supabase

  • Google Forms (via Sheets)

  • Typeform (via Sheets, Excel, or Airtable)

  • SurveyMonkey (via Sheets)

What is a Sheets-Powered Automation?

Sheets-powered automations use Google Sheets, Excel, or Airtable as a bridge between Certifier and third-party tools.

  • Example: Connect Typeform → Google Sheets → Certifier to issue a certificate each time someone completes your form.

  • Example: Use SurveyMonkey → Excel → Certifier to automatically certify survey participants.

Do automations run instantly?

Automations are designed to run in real time or near real time, meaning credentials are usually issued the moment your data arrives. However, depending on the app and its syncing logic (e.g., how quickly a spreadsheet updates), there may be a short delay before the automation completes.

To give you visibility, Certifier provides automation runs: a detailed log showing how many times your automation was triggered and whether each run was successful or ended with an error.

Do I need technical knowledge to use Automations?

Not at all. Automations are completely no-code. Setup is done through simple step-by-step modals inside Certifier.

Need more help?

If you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected]

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