Jotform with Zapier

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JotForm is a really quick form tool to gather webinar registrations. It has a fast, easy to understand user interface and you can automatically combine Sertifier to it via Zapier so that you can send your attendees easy and valuable certificates. Jotform with Zapier

First you have to create accounts both on Sertifier, Jotform and Zapier.

Step 1: Sertifier

First, you need to set up an account institution account. If you are not signed up yet, you can use this link. You will need your API key later on. You can find it by clicking “Settings” on the left menu first, and then choosing “Plans & Payments” on the top menu. You will find the screen below and the red shape is where you can find your API key.

Now let’s design a certificate on Sertifier. If you need a helping hand on that, check this manual.

Step 2: Jotform

Go to your Jotform account and click on the “create a form” button. You will see 3 options: you can either create a form from scratch, use a template or import from somewhere else.

We suggest you go with a template. Just make sure that your form collects “first name & last name” together and “emails”.  The standard name question collects name and surname separately so you can use “short text” element from the “basic elements” menu on the left. Don’t forget to make those fields required from the right menu.

Step 3: Zapier

Open your Zapier account. In the main page, upper-left corner, you will see a “+” sign. When you hover over it, you will see “Make a Zap”, click that.

In the “Choose App & Event” section, write “Jotform” on the search bar and click the icon that appears below.

Extend the “Choose Trigger Event” menu and select “New Submission”.

You will then need to login to your Jotform account from the link below. This is necessary so that Zapier can access that account. Then you will need to select the form you created in Jotform. The answers to that form will trigger responses on Sertifier account.

You can skip the test by clicking the button on the right corner.

Now as an action, you need to choose “Sertifier” and action event as “Add & Publish Recipients”.

After clicking continue, you will see the step below where you need to sign in with your Sertifier account. To do that you will need to enter your API key in the new screen that pops up.

When you are done with it, you will see your account name as connected. You can click “continue”.

For the last step you will be welcomed with the customize recipient page, where you will need to fill in the details for your issue.

Sertifier

Delivery: Select the issue that you have created. If you haven’t done that step previously, go to “Send” on the left menu and click on “Send New Certificate or Badge”.

Name: Select the answer field related to the “name and surname” from the Jotform form.

Email: Select the answer field related to the “email” from the Jotform form.

Issue Date: You can select it to be set to any time you want, or the time that the form submitted.

Expire Date: The date if you want the issued certificates to be expired. This is not required.

Quick Publish: If you want the certificates to be published at the time of form submission select, “true”

Attributes: If you have added any customized variables in the certificate design, you can specify those to be automatically filled via the form entries.

For the next step, you can skip or do the testing, as you wish.

Your Zap is ready! Turn it on and enjoy the work of automation.