# Connect Sertifier to Dashly

When **New Detail** fires in [Sertifier](https://apiant.ai/connections/sertifier), your agent runs **Send message to user** in [Dashly](https://apiant.ai/connections/dashly). Describe the whole flow and it is built, tested on every scenario and kept running.

Sertifier **2** triggers Sertifier **1** action Dashly **13** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Sertifier and Dashly 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 Sertifier can start in Dashly

- When **New Detail** in Sertifier then **Send message to user** in Dashly
- When **New Skills** in Sertifier then **Create Event** in Dashly

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 Sertifier and Dashly

## Triggers and actions 2 triggers · 14 actions

- Trigger

**New Detail**

Triggers when new Detail is created.

- Trigger

**New Skills**

Triggers when new skill is created.

- Action

**Create Detail**

Create the Detail of the credential, will be used in the Campaign.

- Action

**Add conversation tag**

/conversations/{id}/tag - add a tag to a conversation.

- Action

**Assign conversation**

/conversations/{id}/assign - assign an admin to the conversation.

- Action

**Close conversation**

/conversations/{id}/close - close a conversation.

- Action

**Create Event**

Creates a new event.

- Action

**Create/Update/Delete Properties**

Creates, updates or deletes a list of properties, depending on an operation choice.

- Action

**Delete conversation tag**

/conversations/{id}/tag - remove a tag from a conversation.

- Action

**Get conversation**

/conversations/{id} - retrieve a conversation by id.

- Action

**Get user**

/users/{id} - retrieve a user's data.

- Action

**List conversation parts**

/conversations/{id}/parts - list messages/parts of a conversation.

- Action

**List user events**

/users/{id}/events - list a user's tracked events.

- Action

**List users**

/apps/{id}/users - list users (leads) of an app; paginated.

- Action

**Reply to conversation**

/conversations/{id}/reply - post a reply in a conversation.

- Action

**Send message to user**

/users/{id}/sendmessage - send a manual message to a user.

## Each app on its own

- [ **Sertifier** Sertifier is a digital credentialing platform, enabling digital certificate & badge management and...](https://apiant.ai/connections/sertifier)
- [ **Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connections/dashly)

Reviews

## What our customers say

## More from Sertifier

- [ **Sertifier to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sertifier-to-slack)
- [ **Sertifier to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sertifier-to-stripe)
- [ **Sertifier to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sertifier-to-shopify)
- [ **Sertifier to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sertifier-to-trello)
- [ **Sertifier to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sertifier-to-zoom)
- [ **Sertifier to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sertifier-to-twilio)

## More into Dashly

- [ **HubSpot to Dashly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dashly)
- [ **Salesforce to Dashly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dashly)
- [ **Slack to Dashly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dashly)
- [ **Google Sheets to Dashly** Google Sheets](https://apiant.ai/connect/google-sheets-to-dashly)
- [ **Gmail to Dashly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dashly)
- [ **Google Calendar to Dashly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dashly)

Questions

## Sertifier and Dashly, answered

###

### What can start an automation from Sertifier?

Any of Sertifier's 2 triggers in the catalog, including New Detail and New Skills. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Dashly when something happens in Sertifier?

Any of Dashly's 13 actions, including Create Event, Create/Update/Delete Properties, Send message to user and Add conversation tag. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Dashly to Sertifier?

Dashly has no triggers in the catalog today, so automations start in Sertifier. If you need the other direction, ask: your agent reads Dashly's API documentation and adds it.

###

### Do I have to build a connector for Sertifier or Dashly?

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.