Connect SimpleCert and Klipfolio
Integrate SimpleCert with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Remove User from Role in Klipfolio when New Project Created in SimpleCert
Add a user to the role in Klipfolio when New Project Created in SimpleCert
Create New Tab in Klipfolio when New Project Created in SimpleCert
Delete Klip from Tab in Klipfolio when New Project Created in SimpleCert
Delete User Tab Instance in Klipfolio when New Recipient Added to SimpleCert
Popular SimpleCert + Klipfolio 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
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Remove User from Role in Klipfolio when New Project Created in SimpleCert
Use this flowAdd a user to the role in Klipfolio when New Project Created in SimpleCert
Use this flowCreate New Tab in Klipfolio when New Project Created in SimpleCert
Use this flowDelete Klip from Tab in Klipfolio when New Project Created in SimpleCert
Use this flowDelete User Tab Instance in Klipfolio when New Recipient Added to SimpleCert
Use this flowCreate New Tab in Klipfolio when New Recipient Added to SimpleCert
Use this flowCreate New Klip in Klipfolio when New Recipient Added to SimpleCert
Use this flowAdd Klip to Tab in Klipfolio when New Recipient Added to SimpleCert
Use this flowDelete Klip from Tab in Klipfolio when New Recipient Added to SimpleCert
Use this flowRemove a User from Role in Klipfolio when New Certificate Created in SimpleCert
Use this flowSupported Triggers & Actions
Everything you can automate between SimpleCert and Klipfolio.
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
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
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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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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SimpleCert and Klipfolio 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 Klipfolio 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 Klipfolio. No coding required.
Yes. You can set up a workflow where SimpleCert triggers actions in Klipfolio, and a separate workflow where Klipfolio 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 Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SimpleCert and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
