How Certifier integrates with Slack
Slack and Certifier connect through Zapier, a no-code tool that passes data between apps when a set event happens. You choose which Slack activity triggers a credential, like joining a channel after onboarding or getting a manager’s approval reaction after qualification.
Zapier looks up the member’s details, such as their name and email, and sends them to Certifier. Certifier adds the recipient and relevant milestone details to your prepared certificate, badge, or credential design, then emails it automatically.
Future recipients who meet the same rule follow the same process, helping you save time and cut manual admin work.
Certifier and Slack workflows
Available workflows (2)
New message reaction in a channel > Issue with Certifier
New member added to a channel > Issue with Certifier
Setup steps
- 1
Create a Zap and select Slack as the trigger app.
- 2
Choose an event to kickstart certificates — e.g., “New Mention” or “New Channel Member” for onboarding, or “New Reaction” for vendor approval.
- 3
Connect a Slack workspace and set the available trigger details (e.g., channel, username, member ID, or reaction).
- 4
Add “Find User by ID” when needed to retrieve the recipient details required for issuing.
- 5
Select Certifier and choose “Issue Credential” as the action.
- 6
Select your credential group and map the recipient details.
- 7
Test the workflow with a sample Slack event before enabling the automation.
Key benefits
Hands-off issuing
Certificates go out automatically for qualifying recipients, with different templates ready for separate programs and milestones.
Verifiable proof
Credentials carry unique IDs and public verification pages, so members and partners can check issuer details or validity directly.
Flexible management
Hundreds of templates with drag-and-drop editing cut design time, while live credential edits and built-in expiry simplify maintenance.
Is this integration right for you?
HR and L&D departments
Use custom attributes for employee IDs, departments, and training details to simplify credential record audits.
Sales enablement ops
Separate reps, partners, and vendors into credential groups to keep product qualifications organized by audience.
Customer support teams
Use credential Pathways to connect onboarding, product training, and specialist qualifications into a clear agent progression.
Frequently asked questions
Part of this workflow requires a Zapier subscription. You’ll need a paid plan for multi-step workflows, for example to look up users or to filter for specific actions.
The Certifier connection is completely free on the Starter plan and includes 250 yearly certificates. You’ll also get access to the templates library, visual editor, and mass issuing.
Yes, you can restrict issuing by specifying your chosen emoji — like :thumbsup: — directly into the “Reaction” field. To prevent accidental issuing, also specify a designated channel in the “Channel ID” and a specific user in the “Member ID” field.
This ensures that reactions applied elsewhere in your Slack workspace, or emojis added by unauthorized team members, don’t mistakenly trigger certificates.
Yes, you can enforce a second approval by adding Slack’s native “Request Approval” action step right between your trigger and the Certifier action. This step pauses the automation and posts interactive Approve/Decline buttons into your designated reviewer channel.
Certifier will only finalize and email the credential once an authorized manager clicks the “Approve” button directly inside Slack.
You can edit or update issued certificates directly inside your Certifier dashboard under the “Credentials” tab. Select the specific recipient record, click “Edit,” and modify the live attributes like name misspellings or expiration dates.
Certifier dynamically updates the digital credential page instantly; the recipient's existing certificate link will reflect the changes without you needing to send a new email.
If one of your contractors or employees is no longer qualified, Certifier’s credential management controls let you adjust individual expiry dates or delete certificates, with changes appearing immediately on the live credential page.
