Connect simplecert and Firepoint CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for simplecert
Choose an Action
Automatically do this!
- Request a new Action for Firepoint CRM
Enable Integrations or automations with these events of simplecert and Firepoint CRM
Enable Integrations or automations with these events of simplecert and Firepoint CRM
Actions
Create Projects
Create a new project in simplecert.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your simplecert and Firepoint CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in simplecert triggers actions in Firepoint CRM (or vice versa).
Absolutely. You can customize how simplecert data is recorded in Firepoint CRM. This includes choosing which data fields go into which fields of Firepoint CRM, setting up custom formats, and filtering out unwanted information.
The data sync between simplecert and Firepoint CRM 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 simplecert and Firepoint CRM. 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 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 MoreAbout Firepoint CRM
Firepoint CRM is a customer relationship management tool designed specifically for real estate teams.
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