Accredible Certificates + Capsule CRM

Create credentials in Accredible Certificates for new or updated opportunities in Capsule CRM

Automate your certificate creation process with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it triggers the creation of a credential in the Accredible Certificates app, saving you time and effort. Stay on top of your certificates while maintaining a seamless and organized system for your opportunities.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create CredentialCreates a new certificate or badge.
ActionWrite

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More things you can do with Capsule CRM and Accredible Certificates

Discover other triggers and actions you can use with Capsule CRM and Accredible Certificates

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Credential Created
Triggers when a new credential is created.
Trigger
Polling
Try It
- Credential ID
  Required
- Description
  Required
- Supplemental
  Required
- Name
  Required
- Grade
  Required
Action
Write
- Credential
  Required
- Cohort Name
- Recipient Name
- Recipient Email
- Course Name
- Course Description
- Issue Date
- Expiry Date
- Grade
- Attributes
- Recipient Sync Id
Action
Write
- Group Name
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Credential Published
Triggers when a new Credential is published.
Trigger
Instant
Try It
- Cohort Name
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Course Name
- Course Description
- Issue Date
- Expiry Date
- Grade
- Attributes
- Recipient Sync Id
- Publish Credential
- Unique Custom Identifier
Action
Write
- Credential
  Required
Action
Write
- Group ID
- Recipient Name
- Email Address
- Recipient Sync ID
- License ID
- Start Date
- End Date
- Start Update Date
- End Update Date
- Page Size
- Page
Action
Search

About Accredible Certificates

Easily create and manage digital certificates & open badges for your events or courses. Let your alumni market your organisation.

Learn moreLearn moreHelpHelp

Related categories

Online Courses

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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