This guide walks you through setting up an integration between Sertifier and Make to automate your credentialing workflows.
This integration is especially useful if you want to:
-
Automate credential issuance based on events in other apps (e.g., form submissions, course completions, or CRM updates).
-
Sync recipient data between Sertifier and tools like Google Sheets, HubSpot, or Airtable.
-
Save time by running your credentialing process end-to-end through one automated workflow.
1. Prerequisites
Before you begin, you will need two items from your Sertifier account:
- Your API Key: You can find this in your Sertifier dashboard under Settings > API & Integrations.
- Your Campaign ID: This is the unique ID for the specific campaign you want to use for issuing certificates.
2. Configuration in Make
- Set Your Trigger: In your new Make scenario, set up the trigger that will start the workflow (e.g., a new row in Google Sheets, a form submission, etc.). This step should provide the recipient's name and email.
- Add the HTTP Module: Add a new module to your scenario, search for HTTP, and select the "Make a request" action.
- Configure the HTTP Module: Fill in the fields with the following details:
- URL: https://b2b.sertifier.com/campaign/addCredentials
- Method: POST
- Headers: Add three separate headers:
- Content-Type | application/json
- api-version | 3.3
- secretKey | Paste your Sertifier API Key here
- Body type: Raw
- Content type: JSON (application/json)
- Request content: Copy and paste the JSON structure below. Be sure to replace "YOUR_CAMPAIGN_ID" with your actual Campaign ID and map the name and email values from your trigger module.
JSON
{
"campaignId": "YOUR_CAMPAIGN_ID",
"credentials": [
{
"name": "map_name_from_trigger",
"email": "map_email_from_trigger",
"quickPublish": true
}
]
}
The "quickPublish": true parameter ensures the credential is created and emailed to the recipient immediately, replicating your current workflow.
3. One-time prep inside Sertifier
- If you already have a fixed catalog (course ↔ campaign), just reference the stored campaignId for each course.
- If your catalog is dynamic, you can create the campaign on the fly (using AddCampaign) and then immediately call Campaign/AddCredentials with the returned campaignId.
For more detailed information, you can always refer to our documentation:
- API Quickstart Guide: https://help.sertifier.com/sertifier-api-quickstart
- Full API Reference: https://sertifier.docs.apiary.io/