Connect Certifier and TapRefer to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
Choose an Action
Automatically do this!
- Request a new Action for TapRefer
Enable Integrations or automations with these events of Certifier and TapRefer
Enable Integrations or automations with these events of Certifier and TapRefer
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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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Certifier and TapRefer accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in TapRefer (or vice versa).
Absolutely. You can customize how Certifier data is recorded in TapRefer. This includes choosing which data fields go into which fields of TapRefer, setting up custom formats, and filtering out unwanted information.
The data sync between Certifier and TapRefer 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 TapRefer. 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 TapRefer
TapRefer is a powerful referral marketing platform designed to help businesses grow through word-of-mouth. It enables companies to create and manage referral programs, track performance, and reward customers for successful referrals.
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