Connect KarmaCRM and SimpleCert
Integrate KarmaCRM with SimpleCert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Project in SimpleCert when Company Created in Karmacrm
Create New Project in SimpleCert when New Contact Created in KarmaCRM
Create New Project in SimpleCert when Contact Updated in KarmaCRM
Create New Project in SimpleCert when New Deal Created in KarmaCRM
List All Companies in Karmacrm when New Project Created in SimpleCert
Popular KarmaCRM + SimpleCert flows
Start from a real workflow other teams are already running.
Choose a trigger
KarmaCRM
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an action
SimpleCert
Automatically do this!
Create New Project
Create New Project in SimpleCert when Company Created in Karmacrm
Use this flowCreate New Project in SimpleCert when New Contact Created in KarmaCRM
Use this flowCreate New Project in SimpleCert when Contact Updated in KarmaCRM
Use this flowCreate New Project in SimpleCert when New Deal Created in KarmaCRM
Use this flowList All Companies in Karmacrm when New Project Created in SimpleCert
Use this flowList All Contacts from KarmaCRM when New Project Created in SimpleCert
Use this flowCreate Company in Karmacrm when New Project Created in SimpleCert
Use this flowCreate Contact in Karmacrm when New Project Created in SimpleCert
Use this flowCreate Deal in Karmacrm when New Project Created in SimpleCert
Use this flowFind Company in Karmacrm when New Project Created in SimpleCert
Use this flowSupported Triggers & Actions
Everything you can automate between KarmaCRM and SimpleCert.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
Do thisActions
Action is the task that follows automatically within your KarmaCRM integrations.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn more
About 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your KarmaCRM and SimpleCert accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between KarmaCRM and SimpleCert as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SimpleCert. No coding required.
Yes. You can set up a workflow where KarmaCRM triggers actions in SimpleCert, and a separate workflow where SimpleCert triggers actions in KarmaCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between KarmaCRM and SimpleCert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KarmaCRM and SimpleCert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
