# Connect Certifier and Orderry

When **Credential Created** fires in [Certifier](https://apiant.ai/connections/certifier), your agent runs **Add Order Comment** in [Orderry](https://apiant.ai/connections/orderry), or **Ad Campaigns** in Orderry 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 Orderry **6** triggers Orderry **29** 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 Orderry to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Orderry can do together

### From Certifier to Orderry

- When **Credential Created** in Certifier then **Add Order Comment** in Orderry
- When **Credential Downloaded** in Certifier then **Add Task Comment** in Orderry

### From Orderry to Certifier

- When **Ad Campaigns** in Orderry then **Find Credentials** in Certifier
- When **Clients List** in Orderry 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 Orderry

## Triggers and actions 12 triggers · 31 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

**Ad Campaigns**

Triggers when a new ad campaign is added in Orderry.

- Trigger

**Clients List**

Triggers when a new client is added in Orderry.

- Trigger

**Employees List**

Triggers when a new employee is added to the Orderry account.

- Trigger

**Lead Types**

Triggers when a new lead type is added to your Orderry account.

- Trigger

**Locations**

Triggers when a new location (branch) is added to the Orderry account.

- Trigger

**Order Custom Fields**

Triggers when a new custom field is defined for orders in Orderry.

- Action

**Add Booking Item**

Adds a product or service line item to an existing booking.

- Action

**Add Order Comment**

Adds a comment to an order in Orderry, optionally marked as private.

- Action

**Add Task Comment**

Adds a comment to an existing task in Orderry, optionally marked as private.

- Action

**Changing Order Status**

Changes the status of an Orderry order, optionally with a comment explaining the change.

- Action

**Create a Client**

Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

- Action

**Create a Lead**

Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

- Action

**Create an Order**

Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

- Action

**Create an Order Item**

Adds a product or service line item to an existing Orderry order.

- Action

**Create an Order or Estimate**

Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

- Action

**Create a Payment**

Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

- Action

**Create Booking**

Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

- Action

**Create Product**

Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

- Action

**Create Service**

Creates a new service in your Orderry service catalog.

- Action

**Create Task**

Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

- Action

**Create Update_booking**

Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

- Action

**Find Service**

Finds catalog services by name, barcode or category and returns the matching services.

- Action

**Get Assets**

Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

- Action

**Get Client by ID**

Returns a single client record, including its contact details and custom field values, by its ID.

- Action

**Get Estimate**

Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

- Action

**Get Estimate by Id**

Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

- Action

**Get Lead**

Returns a single lead by its ID, including contact details, status and custom field values.

- Action

**Get Orders**

Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

- Action

**Get Task**

Returns a single task by its ID.

- Action

**Search for Clients**

Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

- Action

**Update an Order Item**

Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

- Action

**Update an Order or Estimate**

Updates an existing order estimate in Orderry, changing only the fields you fill in.

- Action

**Update_booking_item**

Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

- Action

**Update Client**

Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

- Action

**Update Product**

Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

## 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)
- [ **Orderry** Orderry is a work order management system to process repair and service jobs online, from estimation to...](https://apiant.ai/connections/orderry)

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 Orderry

- [ **HubSpot to Orderry** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orderry)
- [ **Google Sheets to Orderry** Google Sheets](https://apiant.ai/connect/google-sheets-to-orderry)
- [ **Gmail to Orderry** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orderry)
- [ **Google Calendar to Orderry** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orderry)
- [ **Google Drive to Orderry** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-orderry)
- [ **Mailchimp to Orderry** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-orderry)

Questions

## Certifier and Orderry, 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 Orderry when something happens in Certifier?

Any of Orderry's 29 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Orderry to Certifier?

Yes. When something happens in Orderry, your agent can act in Certifier too. This page covers both directions: Orderry's triggers and Certifier's actions are listed here as well.

###

### Do I have to build a connector for Certifier or Orderry?

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.

###

### 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.
