Connect telecrm and SimpleCert to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create New Project
Ready to use telecrm and SimpleCert automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
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 telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create New Project
Create a certificate project
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Frequently Asked Questions
To start, connect both your telecrm and SimpleCert accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in SimpleCert (or vice versa).
Absolutely. You can customize how telecrm data is recorded in SimpleCert. This includes choosing which data fields go into which fields of SimpleCert, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and SimpleCert 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 telecrm and SimpleCert. 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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