Connect playbook and Certifier to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for playbook
Choose an Action
Automatically do this!
Delete Credential
Delete Group
Update a credential
Update a group
Create Group
Issue Credential
Enable Integrations or automations with these events of playbook and Certifier
Enable Integrations or automations with these events of playbook 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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Frequently Asked Questions
To start, connect both your playbook and Certifier accounts to viaSocket. Once connected, you can set up a workflow where an event in playbook triggers actions in Certifier (or vice versa).
Absolutely. You can customize how playbook 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 playbook 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 playbook 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 playbook
Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.
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