
When this happens...

Automatically do this!
Create New Project
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new project created
Runs when new recipient added
Runs when certificate created
Action is the task that follows automatically within your Engage integrations.
Adds a new customer to your Engage account.
Record an event on a user's profile in Engage.
Retrieve users from Engage — get all users or find a specific user by email or user ID.
Create a certificate project

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To start, connect both your Engage and SimpleCert accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in SimpleCert (or vice versa).
Absolutely. You can customize how Engage 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 Engage 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 Engage 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.
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
Learn MoreSimpleCert 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.
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