# 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. ## 11/08/2022 ### Monthly Sync with Georgina * Setup an incredible workflow in Hubspot * NP activation link * Dropped into Hubspot > goes in contact field * Wants to explore gamification and badging * Self gratification * Wants to mimic duolingo