Connect Accredible Certificates and LassoCRM

Both apps 34Accredible Certificates 21LassoCRM 13

• Trigger
  New Credential Created

  Triggers when a new credential (certificate or badge) is created in your Accredible account.

• 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
  Find Groups

  Returns the groups (courses or achievements) whose name, course name, department, collection, metadata or last-updated date match the criteria you give.

• 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
  List groups

  Returns every group (course or achievement) in your Accredible account, optionally narrowed by department, collection, name or last-updated date.

• 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 Registrant

  Triggers when a new registrant (lead) is added to your Lasso project.

• Action
  Add Note to Registrant

  Adds a free-text note to a registrant.

• Action
  Create a History Item

  Logs a history item (email, phone call, appointment, visit) on a registrant's timeline.

• Action
  Create Inventory

  Creates an inventory item (unit) in your Lasso project.

• Action
  Create Registrant

  Creates a new registrant (lead) in your Lasso project with their name, email and phone.

• Action
  Delete Inventory

  Deletes an inventory item from your Lasso project.

• Action
  Find Registrants

  Finds registrants matching a name, email, phone or external ID and returns the matches.

• Action
  Get Inventory

  Returns one inventory item (unit) with its status, plan and size.

• Action
  Get Registrant

  Returns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.

• Action
  List Inventory

  Returns every inventory item (units, lots) in your Lasso project.

• Action
  Update and Append to a History Item

  Updates an existing history item on a registrant, such as its subject or full content.

• Action
  Update Inventory

  Updates an inventory item's status, plan or size; fields left blank keep their current values.

• Action
  Update Registrant

  Updates a registrant's personal information such as name, company and contact preference.

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