Certifier automation for certificate creation and sending
Auto-create completion, training, and event certificates from your apps, then send polished certificates to recipients and keep records for reporting.
Connect Certifier with 2200+ apps
Ready to use Certifier automations
Triggers and Actions in Certifier Automations
viaSocket makes it simple to connect Certifier and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Triggers when new group is created.
Do thisActions
Action is the task that follows automatically within your Certifier integrations.
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.
Real-world use cases of Certifier integrations
See how Certifier integrates with popular apps to automate tasks and streamline your workflow.
Create certificates in Certifier when a HubSpot deal closes won.
Send completion certificates from Certifier after a Salesforce training opportunity is marked closed.
Generate certificates in Certifier from Gmail registration emails for paid workshop attendees.
Record issued certificates in Certifier to Google Sheets for monthly reporting.
Create certificates in Certifier from your CRM when a customer completes onboarding.
Send certificates in Certifier from your spreadsheet after attendance status changes.
How to get started with Certifier automations
Automate when something happens in Certifier
Login -> Create new flow -> Select trigger -> Search Certifier -> Choose the trigger from the list
Take action in Certifier when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Certifier -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket connects Certifier to your other apps (LMS, CRM, payments, spreadsheets). When a trigger happens—course completion, payment, or an attendee list—viaSocket tells Certifier to create and send the right certificate, and then updates your systems with the result.
No. viaSocket is designed for non-technical users. You choose the trigger (e.g., course completion or payment), map the certificate fields (name, course, date), and publish the workflow. No coding required.
Yes. Use a spreadsheet or event registration list as the source, and viaSocket will send batch requests to Certifier to create and email certificates. It can also log delivery status and store certificate links for reporting.
Yes. viaSocket can add AI-enabled steps—generate personalized congratulatory messages, craft certificate descriptions, or summarize achievements—and then send those alongside Certifier-generated certificates to increase engagement.
Certificates created by Certifier can include unique identifiers and links. viaSocket preserves that metadata when it logs or updates other systems, so you can verify issuance and keep an audit trail for compliance.
About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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