Zapier connects platforms to automate workflows across apps to streamline operations. One of the most impactful workflows is automating certificate delivery. This ensures recipients receive the right certificate at the right time, creating a seamless and satisfying user experience.
SimpleCert® integrates seamlessly with Zapier to automate certificate creation and delivery based on key actions, such as survey responses, course completions, and event registrations from other apps. But which app best fits your organization’s needs?
To help your organization improve its operations, here are the top 5 workflows you can set up with SimpleCert® through Zapier.
Automate Certificate Delivery from Google Forms with Zapier
Google Forms is a form builder app for collecting data via surveys, quizzes, and event RSVPS. A free online tool, it has all the features needed to create a dynamic or straightforward survey to gather data through its integration with Google Sheets.
Through Zapier, you can connect Google Forms to your SimpleCert® account to automatically trigger certificate creation and delivery the moment a form is submitted. SimpleCert® API also makes it easy to connect your Google Forms to Google Sheets, which can then be used to upload and send certificates. These integrations are ideal for trainers or HR teams that use Forms to track participation or completion without manual follow-up.
By pairing SimpleCert® with the free Google tool, your organization can deliver and track personalized certificates in real-time with zero bottlenecks.
Streamline Training Completions with Rise and Zapier Zaps
Rise is a powerful, all-in-one system-building program for online training courses. Its array of features helps coaches, teachers, mentors, and experts create a stellar e-learning course with a responsive learning interface.
With SimpleCert®, educators can automate the certification process, minimizing administrative work while ensuring learners receive timely, reliable recognition for their achievements. By connecting Rise to SimpleCert® through Zapier, certificates can be delivered automatically upon course completions, enrollments, or submissions. This seamless, professional workflow strengthens engagement and reinforces motivation across your training programs.
Deliver Certificates Automatically After SurveyMonkey Responses
SurveyMonkey is an online software typically used to gather feedback, opinions, criticisms, and suggestions through the power of surveys. While it has a diverse 51 design templates and a customized thank you page, organizations use SurveyMonkey for surveying because of its single and multiple-choice or multiple answers, rating scales, closed-ended categories, textboxes, and more.
To elevate the survey experience, connect your SurveyMonkey account to SimpleCert® through Zapier. SimpleCert® integrates with SurveyMonkey using a variety of triggers, including:
- New response notification
- New response notification with answers
- New contact created
- Thank new respondents
Each trigger can launch a fully automated workflow that sends a personalized certificate or award instantly and accurately. Recipients can even share their achievements on social media, extending your program’s reach and impact. Whether collecting event feedback, conducting assessments, or driving user engagement, recognition is delivered instantly—no manual follow-up or added admin time.
Use Keap and Zapier to Send Certificates Automatically to Leads
Keap is a powerful marketing automation platform for small businesses that combines CRM, email marketing, and sales tools to help businesses grow and manage customer relationships. SimpleCert® builds on these capabilities by automating the award and certificate process, delivering timely recognition to customers, clients, and leads.
By creating triggers in Keap through Zapier, you can automate certificate delivery for key actions, such as:
- Follow-ups to potential clients
- New form submissions
- New customers added
- Payment made
- New credit card charge
Each of these triggers initiates a SimpleCert® workflow that transforms routine business actions into meaningful recognition instantly and effortlessly.
Create a Seamless Certificate Workflow with Jotform and Zapier
Jotform is an online software that allows users to create custom online forms without coding through an intuitive drag-and-drop user interface.
By integrating SimpleCert® with JotForm through Zapier, you can automatically trigger the creation and delivery of customized certificates and awards based on responses from a wide range of form types, including:
- Registration Forms
- Evaluation Forms
- Petition Forms
- Enrollment Forms
- Donation Forms
- Sponsorship Forms
- RSVP Forms
- Signup Forms
- …and many more
This integration enables businesses to provide a fast, seamless, and rewarding experience, ensuring recipients receive immediate recognition for their participation or contribution.
Choose the Right Workflow Automation to Deliver Certificates Effortlessly
From simple form builders to full-scale training platforms, the certificate automation examples mentioned above serve a unique purpose for organizations of all sizes. Google Forms offers a free, user-friendly option for basic forms. Rise excels in creating engaging online courses for educational and corporate training. SurveyMonkey delivers powerful tools for collecting detailed survey data, while JotForm makes it easy to build intuitive, customizable forms in minutes.
By integrating these platforms with SimpleCert®, you can automate certificate creation and delivery.
Want to learn how to integrate SimpleCert® with these platforms? Visit our article, “How to Automatically Issue Certificates with Zapier,” to learn more.