Connect simplecert and Membrain to Build Intelligent Automations
Ready to use simplecert and Membrain automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when a new activity is created.
Prospect Disqualified
Triggers when a prospect has been disqualified.
Prospect Moved to Stage
Triggers when a prospect is moved to a specific stage.
Sales Project Archives
Triggers when a sales project is archived.
New Sales Project
Triggers when a new sales project is created.
Sales Project Won
Triggers when a sales project is won.
Do thisActions
Action is the task that follows automatically within your simplecert integrations.
Create Projects
Create a new project in simplecert.
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Prospect
Creates a new prospect.
Create Activity
Creates a new activity.
Create Sales Project
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
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Frequently Asked Questions
To start, connect both your simplecert and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in simplecert triggers actions in Membrain (or vice versa).
Absolutely. You can customize how simplecert data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.
The data sync between simplecert and Membrain 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 Membrain. 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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