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 Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Credential
Creates a new certificate or badge.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Credential
Triggers when a new credential is created.
Trigger
Scheduled
Try It
- Credential IDRequired
- DescriptionRequired
- SupplementalRequired
- NameRequired
- GradeRequired
Action
Write
- CredentialRequired
- 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

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- 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 NameRequired
- Recipient NameRequired
- Recipient EmailRequired
- Course Name
- Course Description
- Issue Date
- Expiry Date
- Grade
- Attributes
- Recipient Sync Id
- Publish Credential
- Unique Custom Identifier
Action
Write
- CredentialRequired
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 more

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 more Help

Related categories

CRM (Customer Relationship Management)

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Accredible Certificates + Capsule CRM

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

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Credential

Create Evidence - Transcript

Credential IDRequired

DescriptionRequired

SupplementalRequired

NameRequired

GradeRequired

Update Credential

CredentialRequired

Cohort Name