Connect CertFusion with Delay by Zapier

Introduction

Manual tracking of certifications in Delay by Zapier leaves room for error and inefficiency, a common challenge that HR teams face. By integrating CertFusion, these tedious processes are automatically managed and verified, providing real-time updates and enhancing scalability. Read on to discover how you can set up and start benefiting from the CertFusion and Delay by Zapier integration in just a matter of minutes.

Use Cases

HR Teams need to schedule and issue onboarding certificates when new employees complete their initial training period.
- Trigger Event: Completion of the last scheduled training session as marked in the HR management system.
- Action: Delay by Zapier waits for one business day after the training completion to allow for any final evaluations or feedback. CertFusion then generates and sends a personalized onboarding certificate to the new employee, confirming their readiness for their role.
- Business Value: Ensures timely and automated recognition of employee readiness, enhancing motivation and providing tangible proof of their qualifications for internal records or future reference.
Customer Support Trainers need to issue certification of completion when agents pass a customer service improvement course.
- Trigger Event: A support agent scores above a threshold on the post-training assessment test.
- Action: Delay by Zapier holds the certificate issuance for two days to allow for any possible review or re-evaluation requests. After the delay, CertFusion issues a certificate to the agent, recognizing their enhanced skills in customer support.
- Business Value: Validates and acknowledges the agent's skill enhancement in a tangible way, promoting a culture of continuous improvement and professional development within the support team.
Compliance Officers need to re-issue updated compliance certificates when regulations change and employees must complete new compliance training.
- Trigger Event: An update to compliance regulations is recorded in the compliance management system, and employees complete the subsequent required training module.
- Action: Delay by Zapier initiates a waiting period of one week after training completion to ensure all supplementary documentation and employee acknowledgments are collected. Once this period ends, CertFusion generates and distributes updated compliance certificates to all relevant employees.
- Business Value: Assures that all compliance certificates are current and valid, maintaining legal and regulatory standards and minimizing the risk of non-compliance penalties.