Connect Certifier and crm-people to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
Choose an Action
Automatically do this!
- Request a new Action for crm-people
Enable Integrations or automations with these events of Certifier and crm-people
Enable Integrations or automations with these events of Certifier and crm-people
Triggers
New Group
Triggers when new group is created.
Actions
Delete Credential
Delete an existing Credential.
Delete Group
Delete an existing group.
Update a credential
Update a credential
Update a group
Update a group
Create Group
Creates a 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 crm-people accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in crm-people (or vice versa).
Absolutely. You can customize how Certifier data is recorded in crm-people. This includes choosing which data fields go into which fields of crm-people, setting up custom formats, and filtering out unwanted information.
The data sync between Certifier and crm-people 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 crm-people. 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.
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