Connect docsend and Certifier to Build Intelligent Automations
Enable Integrations or automations with these events of docsend and Certifier
Enable Integrations or automations with these events of docsend and Certifier
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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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your docsend and Certifier accounts to viaSocket. Once connected, you can set up a workflow where an event in docsend triggers actions in Certifier (or vice versa).
Absolutely. You can customize how docsend data is recorded in Certifier. This includes choosing which data fields go into which fields of Certifier, setting up custom formats, and filtering out unwanted information.
The data sync between docsend and Certifier 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 docsend and Certifier. 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 docsend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
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