IntegrationsCertifierclientsuccess
Certifier + clientsuccess

Connect Certifier and clientsuccess to Build Intelligent Automations

Choose a Trigger

Certifier

When this happens...

Choose an Action

clientsuccess

Automatically do this!

Enable Integrations or automations with these events of Certifier and clientsuccess

Enable Integrations or automations with these events of Certifier and clientsuccess

Triggers

New Group

New Group

Triggers when new group is created.

Request a new Trigger for Certifier

Actions

Delete Credential

Delete Credential

Delete an existing Credential.

Delete Group

Delete Group

Delete an existing group.

Update a credential

Update a credential

Update a credential

Update a group

Update a group

Update a group

Create Group

Create Group

Creates a group.

Issue Credential

Issue Credential

Creates, issues, and sends a credential to a recipient.

Request a new Action for Certifier

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Frequently Asked Questions

How do I start an integration between Certifier and clientsuccess?

To start, connect both your Certifier and clientsuccess accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in clientsuccess (or vice versa).

Can we customize how data from Certifier is recorded in clientsuccess?

Absolutely. You can customize how Certifier data is recorded in clientsuccess. This includes choosing which data fields go into which fields of clientsuccess, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Certifier and clientsuccess?

The data sync between Certifier and clientsuccess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Certifier to clientsuccess?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Certifier and clientsuccess?

Yes, you can set conditional logic to control the flow of data between Certifier and clientsuccess. 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.

Certifier

About Certifier

Professional Certificate Maker - create and send certificates

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clientsuccess

About clientsuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

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