Connect Certifier and ZarMoney to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
Choose an Action
Automatically do this!
Create a class
Update a Class
Create a taxTypes
Add a customer
Update a customer
Create a Vendor
Find a Vendor
Find a customer
Delete a customer
Delete a vendor
Find or Create vendor
Find or Create Customer
Create a financial Account
Ready to use Certifier and ZarMoney automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
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 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 ZarMoney accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in ZarMoney (or vice versa).
Absolutely. You can customize how Certifier data is recorded in ZarMoney. This includes choosing which data fields go into which fields of ZarMoney, setting up custom formats, and filtering out unwanted information.
The data sync between Certifier and ZarMoney 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 ZarMoney. 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 ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
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