Connect SimpleCert and Apptivo CRM
Integrate SimpleCert with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Project Created in SimpleCert
List Cases from Apptivo CRM when New Project Created in SimpleCert
List Leads from Apptivo CRM when New Project Created in SimpleCert
List Customers from Apptivo CRM when New Project Created in SimpleCert
List Contacts from Apptivo CRM when New Project Created in SimpleCert
Popular SimpleCert + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
SimpleCert
When this happens...
New Project Created
New Recipient Added
New Certificate Created
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when New Project Created in SimpleCert
Use this flowList Cases from Apptivo CRM when New Project Created in SimpleCert
Use this flowList Leads from Apptivo CRM when New Project Created in SimpleCert
Use this flowList Customers from Apptivo CRM when New Project Created in SimpleCert
Use this flowList Contacts from Apptivo CRM when New Project Created in SimpleCert
Use this flowSearch Leads by Email ID in Apptivo CRM when New Project Created in SimpleCert
Use this flowCreate Contact in Apptivo when New Project Created in SimpleCert
Use this flowList Opportunities from Apptivo CRM when New Recipient Added to SimpleCert
Use this flowList Cases from Apptivo CRM when New Recipient Added to SimpleCert
Use this flowList Leads from Apptivo CRM when New Recipient Added to SimpleCert
Use this flowSupported Triggers & Actions
Everything you can automate between SimpleCert and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
New Certificate Created
Runs when certificate created
Do thisActions
Action is the task that follows automatically within your SimpleCert integrations.
Create New Project
Create a certificate project
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
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 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
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SimpleCert and Apptivo CRM 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 SimpleCert and Apptivo CRM 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 Apptivo CRM. No coding required.
Yes. You can set up a workflow where SimpleCert triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in SimpleCert. 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 SimpleCert and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SimpleCert and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
