Connect toflow.ai and SimpleCert
Integrate toflow.ai with SimpleCert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Project in SimpleCert when When a new company is added in Toflow.ai
Create New Project in SimpleCert when When a person is created in toflow.ai
Get Person from toflow.ai when New Recipient Added to SimpleCert
Update Deal Fields in toflow.ai when New Recipient Added to SimpleCert
Update Company in ToFlow.ai when New Project Created in SimpleCert
Popular toflow.ai + SimpleCert flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
SimpleCert
Automatically do this!
Create New Project
Create New Project in SimpleCert when When a new company is added in Toflow.ai
Use this flowCreate New Project in SimpleCert when When a person is created in toflow.ai
Use this flowGet Person from toflow.ai when New Recipient Added to SimpleCert
Use this flowUpdate Deal Fields in toflow.ai when New Recipient Added to SimpleCert
Use this flowUpdate Company in ToFlow.ai when New Project Created in SimpleCert
Use this flowCreate Task in ToFlow.ai when New Project Created in SimpleCert
Use this flowCreate List in toflow.ai when New Project Created in SimpleCert
Use this flowUpdate List Details in toflow.ai when New Project Created in SimpleCert
Use this flowList Companies from toflow.ai when New Project Created in SimpleCert
Use this flowCreate Person in Toflow.ai when New Project Created in SimpleCert
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and SimpleCert.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
Do thisActions
Action is the task that follows automatically within your toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
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.
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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.
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About toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreAbout 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai and SimpleCert 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 toflow.ai and SimpleCert 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 SimpleCert. No coding required.
Yes. You can set up a workflow where toflow.ai triggers actions in SimpleCert, and a separate workflow where SimpleCert triggers actions in toflow.ai. 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 toflow.ai and SimpleCert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai and SimpleCert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
