PREREQUISITE: You need to have a Certopus account with your organization and event details like credential design and mailing details set up; Microsoft account for accessing Power Automate.
This article will demonstrate how you can automate your certification workflow using Power Automate.
What is Microsoft Power Automate?
Microsoft Power Automate is a powerful tool that lets you automate your workflows and tasks with ease. Whether you want to sync your files, get alerts, collect data, or streamline your business processes, Power Automate has you covered. You can use hundreds of pre-built connectors to integrate your favorite apps and services, or create your own custom connectors with low-code or no-code solutions. You can also use AI Builder to add intelligence to your automations and make them smarter and more efficient. With Power Automate, you can automate anywhere and anytime, using desktop, web, mobile, or Microsoft Teams apps. You can also monitor and manage your flows from a central portal and get insights into their performance and impact. Power Automate is the ultimate solution for automating your work and saving time and money.
Sign up for Microsoft Power Automate here:
How to use automate digital credentials issuance?
Sign in to your Microsoft Power Automate account and create a new cloud flow by clicking on "+ Create" on the left-hand menu bar.
Select the most suited option from Automated cloud flow, Instant cloud flow or Scheduled cloud flow as per your requirement.
To create a flow in Microsoft Power Automate, you can start by entering a name for the flow and selecting the required trigger by searching for it. This will allow you to specify the conditions under which the flow should run. Once you have named your event and selected required trigger, click on "Create" button.
Setup the trigger which should invoke the flow for issuance of credential and then click on "+ New step" button.
Search for Certopus and select "Create a Credential" action .
Open your Certopus profile page from the top-right of your Certopus dashboard and copy the REST API Key.
Paste the copied API key into the “API Key” field when setting up a connection. You can also give the connection a name that is meaningful to you to help you identify it later.
Select the organisation, event and category.
Auto Generate: If you want the credentials to be automatically generated when the meeting ends, you can set this option "Yes". If set "No", only data of participants will be added to the recipient section.Auto Publish: If you want the credential email to be automatically sent when the meeting ends, you can set this option "Yes". If set "No", you will need to manually schedule the email from the Mailing section.
Map recipient name and email from the data you are receiving from trigger.
If you have custom variables in your digital credential, you can add them to your flow in Microsoft Power Automate by saving the flow and then going back to edit it. In the data section of the flow, you can create variables in the given format and map them to the appropriate data. Once you have completed this step, you can save the flow again. If you need any help with this process, feel free to contact the support team via live chat or by emailing [email protected].
Once you have set up the trigger and configured the flow to issue a digital credential to the recipient, you can save your changes. Now, whenever an event occurs that matches the selected trigger, the flow will execute and issue a digital credential to the recipient as specified.