
When this happens...
New Project Created
New Recipient Added
New Certificate Created

Automatically do this!
Create Customer
Assign Ticket
Link tasks to ticket
Unassign Ticket
Update Customer
Update Ticket
Create a Ticket
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new project created
Runs when new recipient added
Runs when certificate created
Triggers when a new ticket is created.
Triggers when a new customer is added.
Triggers when a customer's details are updated.
Action is the task that follows automatically within your SimpleCert integrations.
Create a certificate project
Creates a new customer
Assigns a ticket to a specific team member.
Link task to ticket
Unassigns the selected ticket.
Update Customer

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To start, connect both your SimpleCert and Teamwork Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleCert triggers actions in Teamwork Desk (or vice versa).
Absolutely. You can customize how SimpleCert data is recorded in Teamwork Desk. This includes choosing which data fields go into which fields of Teamwork Desk, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleCert and Teamwork Desk 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 Teamwork Desk. 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 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 MoreTeamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
Learn More