
When this happens...
New Group

Automatically do this!
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new group is created.
Action is the task that follows automatically within your Certifier integrations.
Delete an existing Credential.
Delete an existing group.
Update a credential
Update a group
Creates a group.
Creates, issues, and sends a credential to a recipient.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Certifier and Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in Email (or vice versa).
Absolutely. You can customize how Certifier data is recorded in Email. This includes choosing which data fields go into which fields of Email, setting up custom formats, and filtering out unwanted information.
The data sync between Certifier and Email 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 Email. 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.
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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