Connect simplecert and Flexie CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between simplecert and Flexie CRM?

To start, connect both your simplecert and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in simplecert triggers actions in Flexie CRM (or vice versa).

Can we customize how data from simplecert is recorded in Flexie CRM?

Absolutely. You can customize how simplecert data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between simplecert and Flexie CRM?

The data sync between simplecert and Flexie CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from simplecert to Flexie CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between simplecert and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between simplecert and Flexie 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.

simplecert

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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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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