Connect SimpleCert and Sage Sales Management
Integrate SimpleCert with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Sage-sales-management when New Project Created in SimpleCert
Create Activity in Sage-sales-management when New Project Created in SimpleCert
Create Contact in Sage-sales-management when New Project Created in SimpleCert
Create Calendar Item in ForceManager when New Project Created in SimpleCert
Create Opportunity in Sage-sales-management when New Project Created in SimpleCert
Popular SimpleCert + Sage Sales Management 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
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Create Account in Sage-sales-management when New Project Created in SimpleCert
Use this flowCreate Activity in Sage-sales-management when New Project Created in SimpleCert
Use this flowCreate Contact in Sage-sales-management when New Project Created in SimpleCert
Use this flowCreate Calendar Item in ForceManager when New Project Created in SimpleCert
Use this flowCreate Opportunity in Sage-sales-management when New Project Created in SimpleCert
Use this flowCreate Sales Order in Sage-sales-management when New Project Created in SimpleCert
Use this flowFind Account in Sage Sales Management when New Project Created in SimpleCert
Use this flowList Users from Sage Sales Management when New Project Created in SimpleCert
Use this flowList Roles from Sage Sales Management when New Project Created in SimpleCert
Use this flowList Accounts from Sage Sales Management when New Project Created in SimpleCert
Use this flowSupported Triggers & Actions
Everything you can automate between SimpleCert and Sage Sales Management.
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
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
Do thisActions
Action is the task that follows automatically within your SimpleCert integrations.
Create New Project
Create a certificate project
Create Account
Create Account in ForceManager
Create Activity
Create activity
Create Contact
Create Contact
Create Calendar Item
Creates a new calendar item.
Create Opportunity
Creates a new opportunity.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating SimpleCert and Sage Sales Management free
No credit card required. Set up your first workflow in minutes.
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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SimpleCert and Sage Sales Management 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 Sage Sales Management 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 Sage Sales Management. No coding required.
Yes. You can set up a workflow where SimpleCert triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management 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 Sage Sales Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SimpleCert and Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
