Full list

Supported Triggers & Actions

Everything you can automate between Saleshandy and SimpleCert.

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when new project created

New Recipient Added

New Recipient Added

Runs when new recipient added

New Certificate Created

New Certificate Created

Runs when certificate created

Request a new Trigger for Saleshandy

Do thisActions

Action is the task that follows automatically within your Saleshandy integrations.

Create Prospect/Add Prospect to Sequence OH HOLD

Create Prospect/Add Prospect to Sequence OH HOLD

create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Update Prospect Status

Update Prospect Status

Change a prospect's status.

Create New Project

Create New Project

Create a certificate project

Request a new Action for Saleshandy
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Saleshandy
Saleshandy + SimpleCert
Integrations SimpleCert
SimpleCert + Saleshandy
SimpleCert logo

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.

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Frequently Asked Questions

How do I connect Saleshandy and SimpleCert?

Sign up for a free viaSocket account, then authorize both your Saleshandy 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Saleshandy and SimpleCert as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Saleshandy to SimpleCert?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Saleshandy triggers actions in SimpleCert, and a separate workflow where SimpleCert triggers actions in Saleshandy. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Saleshandy and SimpleCert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Saleshandy 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.