Act! 365 + Sertifier Integration
Integrate Act! 365 to Sertifier in one click, or tell Integrately AI how you want each contact handled. Add certificate recipients, create deliveries dynamically, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Email template is created in Sertifier- Detail is created in Sertifier
- Certificate design is created in Sertifier
- Delivery is created in Sertifier
- Custom attributes is created in Sertifier
- Badge design is created in Sertifier
2.
- Create contact in Act! 365
- Add recipient to a Delivery in Sertifier
- Create detail & delivery dynamically in Sertifier
- Create detail in Sertifier
- Create delivery in Sertifier
Trusted by experts at...
Ready Workflows for Act! 365 + Sertifier Integration
Create certificate deliveries, add recipients, update delivery details, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Act! 365 + Sertifier flow
Sync your certificate and contact data with marketing, messaging, and productivity tools to keep every team aligned. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Zoom (3)
Zoom (3) +
Typeform (3)
Typeform (3) A
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When a new contact is created in Act! 365, create a delivery in Sertifier and add the contact in HubSpot.
Act! 365 contacts trigger a new Sertifier delivery while automatically updating your HubSpot records, removing manual exports.
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Add certificate recipients in Sertifier for new Act! 365 contacts and log them in HubSpot.
Every new Act! 365 contact becomes a certificate recipient in Sertifier and gets recorded in HubSpot instantly.
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Create contact in Act! 365 when a HubSpot contact is created, and generate a Sertifier delivery.
New HubSpot contacts flow directly into Act! 365 and trigger an automated certificate delivery in Sertifier.
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Use Claude to evaluate HubSpot contacts, create an Act! 365 record, and trigger a Sertifier delivery.
Analyze incoming HubSpot contacts with Claude, create an Act! 365 record, and issue a Sertifier delivery for qualified leads.
Supported triggers and actions for Act! 365 and Sertifier
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
Sertifier Triggers & Actions
Email template is created in Sertifier
Triggers the automation when an engagement action is created or modified
Try it → Certificate design is created in Sertifier
Triggers the automation when a new certificate design is created
Try it → Delivery is created in Sertifier
Triggers the automation when a package or item is delivered
Try it → Custom attributes is created in Sertifier
Triggers the automation when a new custom attribute is created
Try it → Badge design is created in Sertifier
Triggers the automation when a new badge design is added
Try it → What can you automate with Act! 365 + Sertifier?
Streamline your contact management and certificate issuance with robust automated workflows.
🚀
Trigger certificate deliveries from new contacts
Automatically create a Sertifier delivery the moment a new contact is created in Act! 365. Eliminate manual exporting and ensure prompt credentialing.
📋
Capture every submitted contact field
Map all available contact details and custom attributes from Act! 365 into Sertifier delivery fields instead of just names and emails.
🔔
Alert your team the moment a delivery is ready
Send instant notifications to your team channels whenever a new certificate delivery is created or updated in Sertifier.
🔀
Route certificate creation based on contact attributes
Apply conditional rules so specific contact types trigger specialized certificate designs or dynamic delivery details.
🔄
Keep contact records synchronized across platforms
Automatically update existing recipient lists in Sertifier whenever contact information changes in Act! 365.
🛡️
Prevent duplicate records and duplicate deliveries
Check existing database entries before creating new contacts or issuing certificates to keep your credential logs clean.
⏱️
Handle later lifecycle status changes
Update delivery statuses or trigger follow-up actions when a certificate delivery or recipient status changes in Sertifier.
🔗
Extend your workflow to messaging and spreadsheets
Connect Act! 365 and Sertifier with tools like Google Sheets or Slack to log entries and notify stakeholders automatically.
And much more...
Who is Act! 365 + Sertifier integration for?
Sales managers, educators, and training coordinators use this integration to automatically issue certificates and manage contact records without manual data entry.
Sales and training directors
Customer success teams
Client account managers
High-volume coordinators
Operations specialists
Compliance officers
📈
Sales and training directors
You manage team performance reports and credential tracking, but your completion metrics are always stale because someone has to export contact lists by hand — with this integration, every new contact lands in your credential platform instantly and your reports stay current.
⚡
Customer success teams
You need to issue smart certificates immediately after client milestones, and you find out too late when records are left stranded in different apps — with this integration, every new contact triggers a Sertifier delivery right away and your customers get recognized on time.
🤝
Client account managers
You answer to external clients who want to see real-time progress on certificate distribution, but manual follow-ups create constant delays — with this integration, every contact update flows straight into your delivery records and your stakeholders stay fully informed.
📊
High-volume coordinators
The volume of new contacts and training participants is too high for anyone to keep up by hand, leading to missed credential deliveries — with this integration, every contact submission automatically provisions certificates without manual queuing.
🎯
Operations specialists
You own the credential fulfillment step and depend on sales teams to hand over contact details manually, causing bottlenecks — with this integration, every new contact created in Act! 365 triggers downstream delivery tasks instantly.
🗂️
Compliance officers
You need a reliable audit history of every credential issued, but keep finding gaps caused by manual data entry errors — with this integration, every contact and delivery record matches across systems with absolute consistency.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Act! 365 + Sertifier
Build and manage your Act! 365 + Sertifier automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + Sertifier with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Act! 365 + Sertifier Now 
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Frequently Asked Questions
How do I connect Act! 365 to Sertifier?
You can connect Act! 365 to Sertifier in 1 click using Integrately. Choose from ready-made flows or ask Integrately AI to build custom multi-step automations connecting your apps with tools like Hubspot, Slack, and Google Sheets.
Can I automatically create certificate deliveries in Sertifier when new Act! 365 contacts are added?
Can I connect Act! 365, Sertifier, and Google Sheets?
What is a good Zapier alternative for Act! 365 and Sertifier?
How does Act! 365 handle new contact triggers in this integration?
How does Sertifier process delivery recipients from Act! 365?
Do I need coding skills to automate Act! 365 and Sertifier?
Is the Act! 365 and Sertifier integration free?
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