Integration
Connect Certifier and Sansan
When Credential Created fires in Certifier, your agent runs Find Business Cards in Sansan, or New Business Card in Sansan to Find Credentials in Certifier. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Certifier and Sansan to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Certifier and Sansan can do together
From Certifier to Sansan
When Credential Created in Certifier
then Find Business Cards in Sansan
From Sansan to 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 Sansan
Triggers and actions 7 triggers · 10 actions
- Credential Created
Triggers when a new credential is created
- Credential Downloaded
Triggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event.
- Credential Expired
Triggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential.
- Credential Issued
Triggers when a credential is issued
- 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.
- Credential Viewed
Triggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event.
- 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.
- List Designs
Returns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL.
- New Business Card
Triggers when a business card is scanned or registered, excluding cards you cannot access.
- Find Business Cards
Searches business cards by company name, person name, email, phone or tag.
- Find Tags
Returns the tags assigned to a business card, excluding tags you cannot access.
- Get Business Card
Returns one business card by its ID.
- Get Current User
Returns the Sansan user who owns the API key.
- Get Person
Returns a person and their latest business card by person ID.
- List departments
Returns the departments in your company's Sansan organization. Requires a system administrator API key.
- List reports
Returns the activity reports (meetings, calls, emails, card exchanges) updated within a time range.
- List Tags
Returns the tags you can access.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Certifier
Certifier to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Certifier to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Certifier to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Certifier to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Certifier to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Certifier to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Sansan
Google Drive to SansanGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Certifier and Sansan, 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 Sansan when something happens in Certifier?
Any of Sansan's 8 actions, including Find Business Cards, Find Tags, Get Business Card and Get Current User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sansan to Certifier?
Yes. When something happens in Sansan, your agent can act in Certifier too. This page covers both directions: Sansan's triggers and Certifier's actions are listed here as well.
Do I have to build a connector for Certifier or Sansan?
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 Sansan 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.