Certify and Salesflare
How to connect Certify
- Via Zapier — 6 operations available. Set it up ↗
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.
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