Certopus + Occasion Integration

Integrate Certopus to Occasion in one click, or tell Integrately AI how you want each booking handled. Generate and deliver tamper-resistant certificates instantly, update your records, notify your team, and send confirmation emails automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Occasion
    New booking is created in Occasion
Arrow Right
2.
  • Certopus
    Create credential in Certopus

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Ready WorkflowsReady Workflows   for Certopus + Occasion Integration

Issue certificates upon booking, deliver documents securely, track participant records, notify staff, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Certopus + Occasion flow

Send notifications, log records in spreadsheets, process payments, and schedule follow-up sessions across your tools. Pick a combination and activate it in one click.

Certopus
Occasion
+
Google CalendarGoogle Calendar (4)
+
ZoomZoom (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
O
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Create a Google Calendar event for every new Occasion booking, and issue a Certopus credential.
New bookings automatically schedule a Google Calendar event and generate a secure Certopus certificate without manual data entry.
O
C
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Update your Google Calendar event when an Occasion booking changes, and generate a Certopus credential.
Updated booking schedules automatically adjust your Google Calendar events and trigger a Certopus credential issuance instantly.
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C
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Search Google Calendar for existing attendee schedules when a new Occasion booking arrives, and issue a Certopus credential.
Check Google Calendar availability for every new Occasion booking while automatically generating a Certopus credential.
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Create a detailed Google Calendar description for every new Occasion booking, and issue a Certopus credential.
Enhance Google Calendar events with booking details while issuing a secure Certopus credential automatically.

Supported triggers and actions for Certopus and Occasion

Mix and match to build the exact automation you need

Certopus
Certopus Triggers & Actions
No trigger is available
Create credential in Certopus
Generates and store login information for future use
Try it →
Occasion
Occasion Triggers & Actions
New booking is created in Occasion
Triggers the automation when a new booking is created
Try it →
No action is available

What can you automate with Certopus + Occasion?

Streamline your certificate issuance and group booking workflows by connecting every registration directly to your credential generation process.

What you can automate?
📜
Generate credentials from new bookings automatically
Trigger Certopus certificate creation the moment a new booking is created in Occasion. Eliminate manual data entry and deliver credentials without delay.
📝
Capture every registration detail and custom field
Pass attendee names, custom responses, and booking metadata from Occasion straight into Certopus templates. Ensure every certificate contains accurate participant data.
🔔
Alert your team the moment a booking occurs
Notify staff instantly whenever a new participant registers and a credential is generated. Keep your administrative team informed without switching tabs.
🔀
Route credential generation based on booking type
Apply specific certificate templates or delivery rules depending on the exact group experience or ticket tier selected in Occasion.
🔄
Keep your participant records continuously synced
Maintain accurate status across your operational tools as bookings are updated or modified in Occasion.
🛡️
Create or update records without generating duplicates
Check existing participant databases before issuing new credentials, keeping your Certopus accounts clean and organized.
⏱️
Manage cancellations or rescheduled bookings seamlessly
Adjust credential issuance or archive records automatically when participant bookings are modified or cancelled in Occasion.
💬
Extend your workflow with team messaging on Slack
Combine Occasion and Certopus with Slack to post automated updates to your team channel whenever a new credential is successfully issued.
And much more...

Who is Certopus + Occasion integration for?

Event coordinators, educators, and group leaders who manage bookings and need automated certificate issuance without manual data entry errors.

Program managers
Program managers
Workshop coordinators
Workshop coordinators
Training consultants
Training consultants
Event organizers
Event organizers
Certification administrators
Certification administrators
Compliance officers
Compliance officers
📊
Program managers
You're tracking participant bookings across multiple group sessions, but your records only update when someone manually exports attendee lists, so the completion counts you review are always hours behind — with this integration, every new booking triggers credential generation instantly and your data stays current.
Workshop coordinators
You're managing live group events where attendees expect immediate certification, but manual document creation delays delivery until days after the session ends — automating both apps means every booking generates a secure credential right away.
🤝
Training consultants
You're delivering client education programs and reporting on participant completion rates, but keeping external stakeholders updated on who earned credentials takes hours of manual tracking — connecting these apps means verification records update automatically.
📈
Event organizers
You're handling high volumes of group registrations every week, but processing certificates by hand leads to bottlenecks and missed records as attendance scales — automating both apps means every booking produces a credential without manual effort.
👥
Certification administrators
You depend on instructors to finish session records before you can issue credentials, but communication delays leave participants waiting for verification — automating both apps means credential issuance triggers directly from the booking event.
🗂️
Compliance officers
You're maintaining audit trails of all issued credentials and participant bookings, but manual logging leaves gaps and inconsistencies in your archives — with this integration, every registration and certificate record stays perfectly aligned.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Certopus + Occasion

Build and manage your Certopus + Occasion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Certopus + Occasion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Certopus to Occasion?
Frequently Asked Questions
You can connect Certopus to Occasion in just one click using Integrately, along with popular apps like Slack, Google Sheets, and Stripe. Use 1-click ready workflows or let Integrately AI build your exact custom automation.
Can I automatically generate a certificate when a new booking is created in Occasion?
Frequently Asked Questions
Can I connect Certopus, Occasion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Certopus and Occasion?
Frequently Asked Questions
How does Certopus handle credential generation in automations?
Frequently Asked Questions
How does Occasion track new bookings for integrations?
Frequently Asked Questions
Can I set up this integration without writing any code?
Frequently Asked Questions
Is the Certopus and Occasion integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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