Connect Certifier and Agent 3000 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
Choose an Action
Automatically do this!
- Request a new Action for Agent 3000
Enable Integrations or automations with these events of Certifier and Agent 3000
Enable Integrations or automations with these events of Certifier and Agent 3000
Triggers
New Group
Triggers when new group is created.
Actions
Delete Credential
Delete an existing Credential.
Delete Credential Template
Permanently delete a group
Update a credential
Update a credential
Update a Credential Template
Edit group name or certificate
Create Credential Template
Create a certificate group
Issue Credential
Creates, issues, and sends a credential to a recipient.
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Frequently Asked Questions
To start, connect both your Certifier and Agent 3000 accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in Agent 3000 (or vice versa).
Absolutely. You can customize how Certifier data is recorded in Agent 3000. This includes choosing which data fields go into which fields of Agent 3000, setting up custom formats, and filtering out unwanted information.
The data sync between Certifier and Agent 3000 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Certifier and Agent 3000. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Agent 3000
Agent 3000 provides a Website, IDX, CRM and all the necessary marketing tools a REALTOR needs.
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