Sertifier + Zoho CRM

Issue Sertifier certificates for new Zoho CRM module entries

Activate this Zapier template to automatically issue Sertifier certificates or badges for new Zoho CRM entries in a specific module. This integration lets you manage your credential workflows without having to leave your CRM platform!

When this happens...
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Add & Publish Credential
Adds, and if wanted publishes, a Credential to a Campaign.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
New Attributes
Triggers when a new Attribute is created.
Trigger
Scheduled
Try It
New Campaign
Triggers when a new Campaign is created.
Trigger
Scheduled
Try It
New Detail
Triggers when new Detail is created.
Trigger
Scheduled
Try It
- Search TermRequired
Trigger
Scheduled
Try It
- TypeRequired
- TitleRequired
- DescriptionRequired
- Duration NumberRequired
- Duration TypeRequired
- CostRequired
- Expiry Date
- Send Expiry Date Emails
- LevelRequired
- Earning CriteriaRequired
- SkillsRequired
Action
Write
- CampaignRequired
- NameRequired
- EmailRequired
- Issue Date
- Expire Date
- Quick PublishRequired
- External ID
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
New Badge Design
Triggers when a new badge design is created.
Trigger
Scheduled
Try It
New Certificate Design
Triggers when a new certificate design is created.
Trigger
Scheduled
Try It
New Email Template
Triggers when new email template is created.
Trigger
Scheduled
Try It
- TitleRequired
- DetailRequired
- Certificate Design
- Badge Design
- Email TemplateRequired
- Email From NameRequired
- Email SubjectRequired
- Email From Address
- Private Campaign
Action
Write
- Credential Id or Certificate NoRequired
Action
Write

About Sertifier

Sertifier is a digital credentialing platform, enabling digital certificate & badge management and verification for organizations.

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Sertifier + Zoho CRM

Issue Sertifier certificates for new Zoho CRM module entries

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

New Attributes

New Campaign

New Detail

New Skills

Search TermRequired

Create Detail

TypeRequired

TitleRequired

DescriptionRequired

Duration NumberRequired

Duration TypeRequired

CostRequired

Expiry Date

Send Expiry Date Emails

LevelRequired

Earning CriteriaRequired

SkillsRequired

Add & Publish Credential

CampaignRequired

NameRequired

EmailRequired

Issue Date

Expire Date

Quick PublishRequired

External ID

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry