Connect Customers.ai and SimpleCert to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Create New Project
Ready to use Customers.ai and SimpleCert automations
Trigger an AI plugin action from a webhook and return the result
Automate Social Media Content Creation and Scheduling (Instagram, YouTube, X, LinkedIn)
Automate Instagram Comment Replies + Smart DMs for Keywords
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
New Certificate Created
Runs when certificate created
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create New Project
Create a certificate project
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Frequently Asked Questions
To start, connect both your Customers.ai and SimpleCert accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in SimpleCert (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in SimpleCert. This includes choosing which data fields go into which fields of SimpleCert, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and SimpleCert 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 Customers.ai and SimpleCert. 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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout SimpleCert
SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
Learn More
