# Connect Certifier and Datalyse When **Credential Created** fires in [Certifier](https://apiant.ai/connections/certifier), your agent runs **Add Note to an Existing Lead** in [Datalyse](https://apiant.ai/connections/datalyse), or **Lead Updated** in Datalyse to **Find Credentials** in Certifier. Describe the whole flow and it is built, tested on every scenario and kept running. Certifier **6** triggers Certifier **2** actions Datalyse **2** triggers Datalyse **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Certifier and Datalyse to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Certifier and Datalyse can do together ### From Certifier to Datalyse - When **Credential Created** in Certifier then **Add Note to an Existing Lead** in Datalyse - When **Credential Downloaded** in Certifier then **Create New Lead** in Datalyse ### From Datalyse to Certifier - When **Lead Updated** in Datalyse then **Find Credentials** in Certifier - When **New Lead** in Datalyse then **List Designs** in Certifier Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Certifier and Datalyse ## Triggers and actions 8 triggers · 8 actions - Trigger **Credential Created** Triggers when a new credential is created - Trigger **Credential Downloaded** Triggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event. - Trigger **Credential Expired** Triggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential. - Trigger **Credential Issued** Triggers when a credential is issued - Trigger **Credential Shared** Triggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event. - Trigger **Credential Viewed** Triggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event. - Action **Find Credentials** Returns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials. - Action **List Designs** Returns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL. - Trigger **Lead Updated** Fires when a lead (contact) in Datalyse is created or updated, newest updates first. - Trigger **New Lead** Trigger when a new lead is created - Action **Add Note to an Existing Lead** Add note to lead. - Action **Create New Lead** Create a new lead - Action **Delete Lead** Delete a lead_id - Action **Edit Lead** Edit lead details - Action **Get Lead** Returns one lead by id. - Action **Get Lead Activity** Returns the paginated activity/history feed (notes, deliveries, changes) of one lead. ## Each app on its own - [ **Certifier** Certifier is a professional certificate-making tool that enables you to issue, manage, and track...](https://apiant.ai/connections/certifier) - [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse) Reviews ## What our customers say ## More from Certifier - [ **Certifier to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/certifier-to-hubspot) - [ **Certifier to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/certifier-to-salesforce) - [ **Certifier to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/certifier-to-slack) - [ **Certifier to Google Sheets** Google Sheets](https://apiant.ai/connect/certifier-to-google-sheets) - [ **Certifier to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/certifier-to-gmail) - [ **Certifier to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/certifier-to-google-calendar) ## More into Datalyse - [ **ActiveCampaign to Datalyse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-datalyse) - [ **Airtable to Datalyse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-datalyse) - [ **Asana to Datalyse** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-datalyse) - [ **ClickUp to Datalyse** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-datalyse) - [ **Brevo to Datalyse** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-datalyse) - [ **Calendly to Datalyse** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-datalyse) Questions ## Certifier and Datalyse, answered ### ### What can start an automation from Certifier? Any of Certifier's 6 triggers in the catalog, including Credential Created, Credential Downloaded, Credential Expired and Credential Issued. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Datalyse when something happens in Certifier? Any of Datalyse's 6 actions, including Create New Lead, Add Note to an Existing Lead, Edit Lead and Get Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Datalyse to Certifier? Yes. When something happens in Datalyse, your agent can act in Certifier too. This page covers both directions: Datalyse's triggers and Certifier's actions are listed here as well. ### ### Do I have to build a connector for Certifier or Datalyse? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Certifier and Datalyse without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.