{"id":3343,"date":"2020-05-23T18:00:00","date_gmt":"2020-05-23T15:00:00","guid":{"rendered":"https:\/\/sertifier.com\/beta-blog\/\/?p=3343"},"modified":"2024-07-04T06:27:03","modified_gmt":"2024-07-04T06:27:03","slug":"using-jotform-and-sertifier-via-zapier","status":"publish","type":"post","link":"https:\/\/sertifier.com\/blog\/using-jotform-and-sertifier-via-zapier\/","title":{"rendered":"Using Jotform and Sertifier via Zapier"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>First you have to create accounts both on <a href=\"https:\/\/app.sertifier.com\/register\">Sertifier<\/a>, Jotform and Zapier.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Sertifier<\/strong><\/h3>\n\n\n\n<p>First, you need to set up an account institution account. If you are not signed up yet, you can use this <a href=\"https:\/\/app.sertifier.com\/en\/register\">link<\/a>.<\/p>\n\n\n\n<p>Then you need to fill up the <a href=\"https:\/\/www.sertifier.com\/en\/pricing\">integration request form<\/a> in order to get your API Key. We will be sending it to you via email.<\/p>\n\n\n\n<p>Now let\u2019s design a certificate on <a href=\"https:\/\/app.sertifier.com\">Sertifier<\/a>. If you need a helping hand on that, check this <a href=\"https:\/\/sertifier.com\/blog\/smart-certificate-101-how-to-use-sertifier-for-credential-management\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/sertifier.com\/blog\/smart-certificate-101-how-to-use-sertifier-for-credential-management\/\" rel=\"noreferrer noopener\">manual<\/a>.<\/p>\n\n\n\n<p>As the last thing on your Sertifier account, you need to create a receiver list. It can be empty for now; it will automatically contain your receivers, when we are done with this integration.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Jotform<\/strong><\/h3>\n\n\n\n<p>Go to your Jotform account and click on the \u201ccreate a form\u201d button. You will see 3 options: you can either create a form from scratch, use a template or import from somewhere else.<\/p>\n\n\n\n<p>We suggest you go with a template. Just make sure that your form collects \u201cfirst name &amp; last name\u201d together and \u201cemails\u201d.&nbsp; The standart name question collects name and surname separately so you can use \u201cshort text\u201d element from the \u201cbasic elements\u201d menu on the left. Don\u2019t forget to make those fields required from the right menu.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Zapier<\/strong><\/h3>\n\n\n\n<p>Open your Zapier account. In the main page, upper-left corner, you will see a \u201c+\u201d sign. When you hover over it, you will see \u201cMake a Zap\u201d, click that.<\/p>\n\n\n\n<p>In the \u201cChoose App &amp; Event\u201d section, write \u201cJotform\u201d on the search bar and click the icon that appears below.<\/p>\n\n\n\n<p>Extend the \u201cChoose Trigger Event\u201d menu and select <strong>\u201cNew Submission\u201d<\/strong>.<\/p>\n\n\n\n<p>You will then need to login to your Jotform account from the link below. This is <strong>necessary<\/strong> 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.<\/p>\n\n\n\n<p>You can skip the test by clicking the button on the right corner.<\/p>\n\n\n\n<p>\u201cDo this\u2026\u201d part has a \u201cChoose App &amp; Event\u201d section also. Type in the search box \u201cSertifier\u201d and click on our logo below.<\/p>\n\n\n\n<p>Extend the \u201cChoose Action Event\u201d menu and select <strong>\u201cCreate Credential\u201d <\/strong>option.<\/p>\n\n\n\n<p>Now you need to select the \u201cChoose Account\u201d and type in the API Key that we have sent you via email.<\/p>\n\n\n\n<p>We will be giving the details of our certificates in the \u201cCustomize Credential\u201d section. It goes as follows:<\/p>\n\n\n\n<p><strong>Group ID: <\/strong>The receiver list you created for this process.<br><strong>Name:<\/strong> Extend the menu and click \u201cShow More Option\u201d. Select the question you receive the names of the people who fill up the form.<br><strong>Email:<\/strong> Extend the menu and click \u201cShow More Option\u201d. Select the question you receive the email addresses of the people who fill up the form.<br><strong>Issue Date:<\/strong> Issue date of the certificates<br><strong>Expire Date: <\/strong>Expire date of the certificates (optional)<br><strong>Quick Publish:<\/strong> Extend the list and select \u201cYes (True)\u201d.<br><strong>Attributes:<\/strong> If you have defined any other variables in your certificate design and created a corresponding question in the form, you can combine them here.<\/p>\n\n\n\n<p>Click \u201cContinue\u201d and skip the test.<\/p>\n\n\n\n<p>Your Zap is ready! Now turn it on with the button below or on the top right.<\/p>\n\n\n\n<p>This setup will send a certificate automatically to every respondent of your form.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. First you have to create accounts both on Sertifier, Jotform and Zapier. Step 1: &hellip;<\/p>\n","protected":false},"author":2,"featured_media":4967,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[941],"tags":[399,630,629,12,21],"class_list":["post-3343","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-about-sertifier","tag-cv","tag-digital-badge","tag-digital-certificate","tag-education","tag-sertifier"],"_links":{"self":[{"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/posts\/3343","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/comments?post=3343"}],"version-history":[{"count":4,"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/posts\/3343\/revisions"}],"predecessor-version":[{"id":16069,"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/posts\/3343\/revisions\/16069"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/media\/4967"}],"wp:attachment":[{"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/media?parent=3343"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/categories?post=3343"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sertifier.com\/blog\/wp-json\/wp\/v2\/tags?post=3343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}