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Procertif Make integrationAutomate Procertif with Make.
Can Make issue and track Procertif certificates for you? The Procertif Make integration gives you 4 modules: 3 triggers that watch certificates and sequencing events, plus 1 action that issues a certificate. This page walks HR and training teams through the connection and a first working scenario.
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What does the Procertif Make integration let you automate?
The Procertif Make integration links your Procertif account to Make, a no-code tool where you build a scenario: the automation itself, a chain of modules that runs on a schedule. Each module is one brick of that chain. With Procertif you get 3 scheduled triggers and 1 action, so Make can react to certificate activity or create certificates for you.
Certificates issued from another tool. Someone completes a step recorded in a different app, and Issue a Certificate creates the Procertif certificate without anyone retyping names. This is the scenario built step by step further down.
A record of every issued certificate. Watch Issued Certificate hands each new certificate to the next module, so you can copy it into a sheet, a CRM or a chat message for the people who need to know.
Follow-up on registrations and sequences. Watch Registered Certificate and Watch New Sequencing Events start a scenario from the other side of the workflow; the documentation does not describe either, so test them with Run once before building on them.
Know the limits up front: Make's own documentation for Procertif is marked as limited, with no field list and no official description of the modules. There is no Make an API Call module either. If you want a second opinion on the platform, read our Make review, and if you weigh it against another tool, the n8n vs Make comparison lays out the criteria. Teams that prefer to hand the build over can talk to our Make agency.
How do you connect Procertif to Make?
- 01
Add a Procertif module
In your scenario, click the + and search for Procertif, then pick any of its modules. A panel opens with a Create a connection button: click it. The connection is your Procertif account linked to Make once, then reused by every Procertif module.
- 02
Name the connection
Giving the connection a name is optional, but a clear label such as the account owner or the workspace helps later, when several people build scenarios in the same Make team and need to pick the right account.
- 03
Authorize and save
Make then asks you either to authorize access on the Procertif page or to paste the key Procertif gives you. The documentation does not say which one applies here. Complete whichever screen appears, then click Save.
Your first scenario: Procertif issues a certificate by itself
GoalWhen a new entry lands in another app, Make issues the matching certificate in Procertif.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to add the first module. Pick the app that holds your source data, for instance the form or sheet where completions are recorded.
- 02
Set up the source module
Connect that app and fill its fields. Once the connection exists, Make lists the sheets or objects it can read, so you choose from a menu instead of typing paths.
- 03
Add Issue a Certificate
Click the + on the right of the first module, search for Procertif and choose Issue a Certificate. Create the connection, then map the data coming from the first module into its fields.
- 04
Test with Run once
Click Run once. Make runs the scenario one time and shows the bundles each module received; a bundle is one item passed along, here one person. Check the certificate in Procertif.
- 05
Schedule and switch on
Open the clock on the first module. A new scenario checks every 15 minutes by default; the Free plan cannot go below that, paid plans go down to 1 minute. Then switch the scenario on.
Procertif triggers in Make
3 modules start a scenario when something happens in Procertif. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Procertif as soon as it happens.
Watch Issued Certificate
triggerIn the docs onlyStart a scenario from certificates that have already gone out: judging by its name, this trigger picks up certificates issued in Procertif and passes each one to the next module as a bundle. Make's documentation gives no description, so confirm what it returns with a first test.
Watch New Sequencing Events
triggerIn the docs onlyGoing by its name, this trigger gets you a feed of the sequencing events Procertif records, each arriving in Make as its own bundle. What counts as a sequencing event is not explained in the documentation, so treat that as something to check inside your Procertif account first.
Watch Registered Certificate
triggerIn the docs onlyYou get a scenario that starts from the registered side of Procertif: going by its name, this trigger returns certificates marked as registered. The documentation does not say how registered differs from issued, so compare both triggers with a test before choosing.
What the Procertif action does
Procertif gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.
Issue a Certificate
ActionIn the docs onlyIssue a Certificate saves you from creating certificates by hand, using the data mapped from earlier modules. It is the only action of the app, so any write to Procertif goes through it.
Need help automating Procertif with Make?
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