Connect Accredible Certificates and Sunwise

Both apps 43Accredible Certificates 21Sunwise 22

• 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
  Created Project

  Triggers when a new project is created in Sunwise.

• Trigger
  New Contact

  Triggers when a new contact is created in Sunwise.

• Trigger
  Updated Contact

  Triggers when a contact is created or its details change in Sunwise.

• Action
  Add Contact Tracking

  Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.

• Action
  Add Proposal

  Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.

• Action
  Add Report

  Creates a new report for a project from one of its historical records.

• Action
  Create or Update Contact

  Creates a contact in Sunwise with name, email and telephone.

• Action
  Get All Proposals for a Project

  Returns every proposal in a project along with its contact.

• Action
  Get Contact

  Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.

• Action
  Get Favorite Proposal ID

  Returns the favorite proposal of a project.

• Action
  Get Project

  Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.

• Action
  Get Proposal

  Returns the details of one proposal.

• Action
  List Contacts

  Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.

• Action
  List Contact Trackings

  Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.

• Action
  List Presets

  Returns all active proposal presets (plans) for your Sunwise company.

• Action
  Search Contacts

  Searches active contacts matching the given text and returns the matches.

• Action
  Search Projects

  Searches active projects matching the given text and returns the matches.

• Action
  Search Project Summaries

  Searches active project summaries matching the given text and returns the matches.

• Action
  Search Proposals

  Searches active proposals matching the given text and returns the matches.

• Action
  Search Proposal Summaries

  Searches active proposal summaries matching the given text and returns the matches.

• Action
  Search Reports

  Searches active reports matching the given text and returns the matches.

• Action
  Update Contact

  Updates an existing Sunwise contact's name, email, telephone and details.

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