Connect Certifier and Way We Do to Build Intelligent Automations

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Certifier

When this happens...

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Way We Do

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Group

New Group

Triggers when new group is created.

New Comment

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Procedure Accepted

Triggers when a procedure has been accepted.

Supervisor SignOff Invite

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

Do thisActions

Action is the task that follows automatically within your Certifier integrations.

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.

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Frequently Asked Questions

How do I start an integration between Certifier and Way We Do?

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

Can we customize how data from Certifier is recorded in Way We Do?

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

How often does the data sync between Certifier and Way We Do?

The data sync between Certifier and Way We Do 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 Way We Do?

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 Way We Do?

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

About Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

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