Connect SimpleCert and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New Recipient Added
New Certificate Created
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Ready to use SimpleCert and Sanchay Crm automations
Actions and Triggers
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 Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
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Frequently Asked Questions
To start, connect both your SimpleCert and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleCert triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how SimpleCert data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleCert and Sanchay 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 Sanchay 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.
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