Certify and Salesflare

How to connect Certify

About Certify

Certify is a digital credentialing platform for issuing, managing and verifying digital badges and certificates.

Certify operations on Zapier

Actions (4)

Things Salesflare can make it do

  • Issue Credential — Issues a credential to a recipient. If they already hold it, no duplicate is issued and no email is sent: the existing credential is returned with Already Issued set to true.
  • Revoke Credential — Revokes a recipient's credential: it expires today and its verification page shows it as expired. Nothing is deleted.
  • Update Issued Credential — Updates the dates, certificate PDF or custom fields of a credential a recipient already holds. To change the recipient's name, use Update Recipient.
  • Update Recipient — Updates a recipient's name or email address. A new name is applied to all their issued credentials.

Searches (2)

Look up existing records

  • Find Issued Credential — Finds a credential issued to a recipient, by their email address and the credential.
  • Find Recipient — Finds a recipient by email address, with the credentials issued to them.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free