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CustomerNotes/Aiim.md

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+# AIIM
+Workflows Demo
+
+## 10/11/2022
+* The user recieving the communications is an ex-employee and that should say it all
+* They are okay with losing the subscription of that person
+* Wants to explore workflows 
+* Launched their course with the password protected proctored test 
+* Quiz has 120 min timer, same with Proctor-U settings 
+* No failures is a good thing, they want everyone to pass 
+* Is thinking about integrating Zapier, Shopify, and Northpass. Learner's have to pay for a retake. 
+* Using Accredible for certificates. 
+* Accredible: make a group, make a certificate name same as group
+* It does some funny things with dates 
+* Heavily using Workflows in Hubspot. Connected to Unific via Shopify 
+* Data: Bold to Shopify, Shopify to Hubspot. Hubspot becomes the main repo for all data. How to integrate Northpass? 
+* Getting large customer orders that can't go through bold, they go straight to Shopify. Managing expiration/join dates in a Trello card. 
+* Large customers are invoiced separately, bold can't do $0. 
+* She is just thinking about this, no engineering hours needed yet. 
+* The other item she wanted to talk about: 
+    * They just started using Services Hub
+    * Wants to know other client use cases 
+    * Using typeform for reviews, but will start using services hub 
+    * Mostly to gather feedback 
+* What feature are they using Services Hub for mostly?
+* Service Hub is a HUBSPOT product 
+* She got stuck on a workflow 
+* CIP Exam, it should trigger for all learners not just a specific one
+    * But she is getting a trigger for "enter UID" which she doesn't want to do. 
+    * This should be for everyone.