Connect Accredible Certificates and Clientify

Both apps 36Accredible Certificates 18Clientify 18

• Trigger
  New Credential Published

  Triggers when a credential (certificate or badge) is published in Accredible, optionally limited to one group or recipient.

• Action
  Add department

  Creates a new department in your Accredible account, with its name, website, logo and branding images.

• Action
  Add design

  Creates a new certificate or badge design in Accredible from encoded design content.

• Action
  Add evidence item

  Adds an evidence item (a file, link, video, grade or transcript) to an existing credential so it is shown on the recipient's certificate or badge page.

• Action
  Add group

  Creates a group in Accredible representing a course or achievement, which credentials can then be issued from.

• Action
  Add reference

  Adds a reference (a testimonial from a teacher, manager, mentor or colleague) to an existing credential.

• Action
  Create Credential

  Creates a credential (certificate or badge) for a recipient in one of your groups, optionally with evidence items and references.

• Action
  Create Evidence - Transcript

  Adds a transcript to a credential as an evidence item, shown on the recipient's certificate or badge.

• Action
  Delete Credential

  Deletes a credential (certificate or badge) from your Accredible account and returns the record that was removed.

• Action
  Delete group

  Deletes a group (a course or achievement) from your Accredible account and returns the deleted group.

• Action
  Find Credentials

  Returns the credentials that match the criteria you supply, such as recipient email, recipient name, group, or issue date range.

• Action
  Find designs

  Returns the certificate and badge designs in your Accredible account, optionally narrowed by kind or meta data.

• Action
  Generate credential PDF

  Generates a PDF of a published credential and returns a link to download it.

• Action
  Get credential

  Returns one credential by its id, including its recipient, group, custom attributes, evidence, references, skills and image links.

• Action
  Get group

  Returns a group (a course or achievement) with its course details, design, collections, earning criteria and skills.

• Action
  List credentials

  Returns every credential in your Accredible account, oldest first, optionally narrowed to one group, a publish state, a recipient or a date range.

• Action
  Update Credential

  Updates an existing credential's recipient details, course information, dates, custom attributes, evidence and references. Only the fields you fill in are changed.

• Action
  Update group

  Updates an existing group (course or achievement) in Accredible, changing its name, course details, designs, expiry and skills settings.

• Trigger
  New Contact

  Triggers when a new contact is created in Clientify.

• Trigger
  New Deal

  Triggers when a new deal is created in Clientify.

• Trigger
  New Task

  Triggers when a new task is created in Clientify.

• Action
  Add company

  Creates a company in Clientify with its contact details, address, tags and custom field values.

• Action
  Add task

  Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.

• Action
  Create Abandoned Cart

  Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.

• Action
  Create Contact

  Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.

• Action
  Create Deal

  Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.

• Action
  Create Order

  Creates an order in Clientify for a contact, with its line items.

• Action
  Delete contact

  Deletes a contact from Clientify.

• Action
  Find Contact

  Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.

• Action
  Get company

  Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.

• Action
  Get contact

  Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.

• Action
  Get deal

  Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.

• Action
  List contacts

  Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.

• Action
  Update company

  Updates an existing company in Clientify and returns the updated record.

• Action
  Update contact

  Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.

• Action
  Update deal

  Updates an existing Clientify deal, changing only the fields you fill in.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.