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Certifier Zapier integrationAutomate Certifier with Zapier.

The Certifier Zapier integration gives you 6 triggers and 2 actions. All six triggers are instant, from a credential being created to one being viewed, and both actions turn on a group name you have to set up first in Certifier.

See the 8 operations

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Overview

What the Certifier Zapier integration does for you

Connecting Certifier to Zapier lets a Zap (an automation you build on Zapier: one trigger, then one or more actions that run every time) follow the life of your certificates and badges, and issue new ones without anyone opening Certifier. Six moments of a credential become signals you can act on.

Renewals that prepare themselves. Credential Expired fires the moment a credential runs out, and Issue Credential can answer with a draft for the same person, ready for a human check before it goes out.

Engagement you can actually see. Credential Viewed, Credential Downloaded and Credential Shared tell you what recipients do with what you sent them. A training provider learns which graduates showcase their certificate, without exporting anything.

Groups and issuing driven from outside. Create Group opens a new group, and Issue Credential creates, issues and emails a credential to one recipient, so a course platform or a spreadsheet can drive the whole flow.

What the integration does not do: there is no search step, so a Zap cannot look up an existing credential or recipient, and no action revokes, edits or deletes a credential. If you are comparing tools, the Certifier Make integration covers the same app on Make.

Vocabulary

Zapier vocabulary in one minute

Eight words come back all over this page. Here they are once, in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event that starts the Zap, here something happening to a credential: created, issued, viewed, shared, downloaded or expired.
Action
What the Zap does once it has started: the step that writes or sends something for you, such as issuing a credential.
Task
The unit Zapier bills. One task is one action your Zap completed successfully, and your plan's allowance counts those.
Instant trigger
A trigger the app reports itself: Certifier calls Zapier the moment the event happens, so nothing waits for a scheduled check.
Polling trigger
The other kind, which Zapier checks on a timer. Certifier has none, which is why the plan's check interval never slows it down.
Filter
A step that lets the Zap carry on only when what arrived matches the condition you set, and stops it quietly otherwise.
Connection
Your Certifier account linked to Zapier once, then reused by every step of every Zap that touches Certifier.
Cost

What a Certifier Zap really costs

Short version: triggers are free, completed actions are billed.

  • Free plan100 tasks a month, unlimited Zaps
  • Steps on the free planTwo: one trigger, one action
  • Premium appNo, works on the free plan
  • Instant triggers6 out of 6, whatever the plan

A trigger never costs a task, so watching six kinds of credential events is free in itself. You pay when an action completes: each Create Group or Issue Credential that works counts as one task, and one that fails is not counted. Certifier is not a premium app, so it runs on the free plan, with 100 tasks a month and unlimited Zaps. The limit that bites first is the shape: the free plan builds two-step Zaps only, one trigger and one action. Add a filter or a second action and the Zap becomes multi-step, which requires a paid plan.

Connect

Connect your Certifier account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You do this once: every Zap that touches Certifier reuses the same connection afterwards.

  2. 02

    Pick Certifier

    Type Certifier in the search box of the dialog, select it, then click Add connection. You need a Certifier account, plus access to anything you do not own yourself and want the Zap to touch.

  3. 03

    Sign in and grant access

    A tab opens on Certifier. Sign in with the account that issues your credentials, then grant Zapier access to it. Your first Zap can start right after.

First Zap

Your first Zap: turn expired credentials into renewal drafts

GoalWhen a yearly safety credential expires, prepare a renewal draft for the same person without sending it.

  1. 01

    Build the trigger

    Start a new Zap, choose Certifier as the app and Credential Expired as the event, then select your connection. Instant triggers need no schedule to set.

  2. 02

    Test on a real credential

    Run the test. Zapier brings back the three most recent items of the connected account, so you map from a real expired credential instead of guessing its contents.

  3. 03

    Add the filter

    Add a filter step that continues only for the Annual Safety group. Use a text rule, since a number rule on text never passes. The filter makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Set up Issue Credential

    Add Certifier with Issue Credential. Map the group, recipient name and email, then set Issue Credential to false so Certifier creates a draft instead of issuing.

  5. 05

    Test, then Publish

    Test the action and check the draft in Certifier. Then click Publish to switch the Zap on. Credentials that expired before that moment are not picked up.

Triggers

Certifier triggers

6 events start a Zap when something happens in Certifier, and 6 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Credential Created

Instant trigger

In Zapier“Triggers when a new credential is created”

Starts a Zap as soon as a new credential is created in Certifier. Of the six, it is the one tied to the birth of a credential rather than to what happens to it afterwards.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a compliance team that logs every new certificate in its own register as soon as it exists.
Watch out
Issue Credential creates a credential too. A Zap that starts here and issues again will set itself off in a loop unless a filter breaks it.
2

Credential Downloaded

Instant trigger

In Zapier“Triggers when a credential is downloaded”

Fires when a recipient downloads their credential. It is a quiet but useful sign that the recipient wants to keep a copy of the certificate.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a coding bootcamp that wants to know which alumni took their certificate offline, to time a career-services follow-up.
Watch out
a recipient who downloads more than once can start the Zap more than once, so keep the action harmless to repeat.
3

Credential Expired

Instant trigger

In Zapier“Triggers when a credential expires”

Goes off the moment a credential reaches its end date. Renewals stop depending on someone scanning a list of dates.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a safety training firm that prepares a renewal draft for every lapsed certificate, as in the Zap above.
Watch out
only credentials that expire after the Zap is published count. Anything that lapsed earlier needs handling by hand, once, before you switch the Zap on.
4

Credential Issued

Instant trigger

In Zapier“Triggers when a credential is issued”

Goes live when a credential is actually issued to its recipient, not merely created. This is the moment of delivery to the recipient.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an association that adds a second credential, such as a member badge, each time a course certificate goes out.
Watch out
that second credential is issued too and fires this trigger again. Filter on the group so the badge never issues another badge.
5

Credential Shared

Instant trigger

In Zapier“Triggers when a credential is shared”

Reports each time a recipient shares a credential. For an issuer, it is the closest thing to word of mouth you can measure.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an online academy that rewards the graduates who share, with an ambassador credential issued straight back to them.
Watch out
sharing the reward itself fires the trigger again. Keep a filter that excludes the ambassador group, or one share snowballs into several credentials.
6

Credential Viewed

Instant trigger

In Zapier“Triggers when a credential is viewed”

Fires whenever a credential is opened and looked at. It is the softest signal of the six: a look, not a download or a share.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a conference organizer who wants a signal when speakers' certificates are actually opened, not just sent.
Watch out
every view can mean a run, and every run with an action costs a task. Use a filter or a cheap action here.
Actions

Certifier actions

Certifier gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Group

Action

In Zapier“Creates a group”

Opens a new group in Certifier from its name alone. That name is then reused on the group's credentials as the [group.name] attribute.

When to use it
a course platform that opens one group per new cohort before the first certificate is issued.
Watch out
Issue Credential finds the group by that exact name, so keep the spelling identical in both steps.
2

Issue Credential

Action

In Zapier“Creates, issues, and sends a credential to a recipient”

Creates a credential for one recipient, issues it and emails it, all in a single step. Two switches change that: issue or keep as a draft, send or hold the email.

When to use it
handing out certificates as soon as a learner completes a course elsewhere, or preparing drafts for review.
Watch out
group name, recipient name and email are required, and the sending switch only matters when issuing is on.
When it breaks

When a Certifier Zap breaks

No limit specific to Certifier is documented on the Zapier side, so the risks are Zapier's general ones.

Four of them come up again and again on credential workflows. If a Zap stops anyway, Zapier troubleshooting is the place to bring it, and the Zapier training if you would rather fix it yourself next time.

  • Past credentials are never picked up

    A Zap only reacts to what happens after it is published. Credentials created, issued or expired before that stay out, and catching up is a separate job.

  • The credential that issues itself

    A Zap that starts on Credential Created or Credential Issued and then runs Issue Credential triggers itself again and again, burning tasks fast. A filter on the group stops it.

  • A whole cohort at once

    Issuing hundreds of credentials in one batch can trip Zapier's flood protection, which holds the trigger back instead of running every Zap in one go.

  • A filter that never lets anything pass

    Filter rules are typed: a text rule works on text, a number rule on numbers. Picking the wrong type is the usual reason a filter blocks every credential.
Need help

Need help automating Certifier with Zapier?

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FAQ

Certifier and Zapier: frequent questions

01Is the Certifier Zapier integration free?
Yes, within two steps. Certifier is not a premium app, so it works on the free Zapier plan, which includes 100 tasks a month and unlimited Zaps. What the free plan does not allow is a longer Zap: one trigger and one action is the maximum. Add a filter, for example to keep only one group, or a second action after Issue Credential, and the Zap becomes multi-step, which needs a paid plan. Since all six Certifier triggers are instant, the free plan does not slow them down.
02How many tasks does a Certifier Zap use?
One per completed action. The trigger is free, whichever of the six you choose, so watching views, shares or downloads costs nothing until an action runs. Each Issue Credential or Create Group that completes counts as one task, and an action that fails is not counted. A Zap that answers every view with an action can therefore get expensive on a popular credential. A few apps take more than one task per action, so check the counter in your first runs.
03Do Certifier triggers fire in real time?
Yes, all six of them. Credential Created, Downloaded, Expired, Issued, Shared and Viewed are instant triggers: Certifier tells Zapier the moment the event happens, and the Zap starts right away whatever your plan. The check interval of Zapier's plans, 15 minutes on Free, only applies to polling triggers, and Certifier has none. In the editor, a Zap built on an instant trigger shows a lightning bolt, which is a quick way to confirm it.
04What do you need to connect Certifier to Zapier?
A Certifier account, plus access to anything you do not own and want the Zap to touch. In Zapier, open Apps, click + Add connection, search for Certifier, click Add connection, then sign in and grant access in the tab that opens. Before building an issuing Zap, make sure the target group exists: both actions ask for a group name, and Issue Credential also needs the recipient's name and email. Without those three values, the action cannot run.
05Why does a Certifier Zap keep issuing credentials?
Because Issue Credential creates and issues a credential, which fires Credential Created and Credential Issued again. A Zap that starts on either of those and ends on Issue Credential feeds itself, and every loop costs a task. The fix is a filter on the group: let the Zap continue only for the source group, so the credential it issues in another group never qualifies. Test with a single recipient before you publish.
06What if the operation you need is not on the list?
Then the integration does not offer it today: the 6 triggers and 2 actions on this page are what the Zap editor proposes, and there is no search step. If you need to look up a recipient or revoke a credential, that step has to happen elsewhere. Often the data you are missing already sits in the tool that sends the trigger, so map it from there. If that does not fit, the Hack'celeration team can help scope another approach.
07Zapier, Make or n8n for Certifier?
Decide on criteria, not on a winner. On Zapier, Certifier offers 8 operations, all triggers instant, and it runs on the free plan within two steps, but has no search step. Compare the same points on the other tools: which Certifier operations each one exposes, how triggers fire, what a run costs at your issuing volume, and who maintains the workflow. Certifier also has a page in the Make integrations section of this site, so the two lists can be compared side by side.
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