Integrationssimplecertupilot
simplecert + upilot

Connect simplecert and upilot to Build Intelligent Automations

Choose a Trigger

simplecert

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of simplecert and upilot

Enable Integrations or automations with these events of simplecert and upilot

Actions

Create Projects

Create Projects

Create a new project in simplecert.

Request a new Action for simplecert

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between simplecert and upilot?

To start, connect both your simplecert and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in simplecert triggers actions in upilot (or vice versa).

Can we customize how data from simplecert is recorded in upilot?

Absolutely. You can customize how simplecert data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between simplecert and upilot?

The data sync between simplecert and upilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from simplecert to upilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between simplecert and upilot?

Yes, you can set conditional logic to control the flow of data between simplecert and upilot. 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

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
upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

Learn More