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Automate when something happens in certopus
Login -> Create new flow -> Select trigger -> Search certopus -> Choose the trigger from the list
Take action in certopus when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search certopus -> Choose the action from the list
Trigger
Action
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It means connecting Certopus to your apps so certificate tasks happen automatically — e.g., on course completion, payment receipt, or CRM status change Certopus creates and sends certificates without manual steps.
Common triggers are LMS course completion, successful payments, CRM status changes (lead → customer), HR onboarding forms, or custom webhooks from other systems.
Yes. viaSocket can add AI-driven steps—like routing which certificates to send, personalizing certificate text, or flagging likely verification issues—so fewer manual decisions and better delivery rates.
Automation moves data between your systems and Certopus only as needed. viaSocket follows secure transfer practices; certificate files and verification links remain managed by Certopus according to their security and retention settings.
Certopus is a complete certificate management platform, where you can design, generate, send and verify certificates seamlessly.
Learn MoreviaSocket 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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