Caflou + CertifyMe Integration

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Create Your Own Caflou & CertifyMe Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Company is created in Caflou
Triggers the automation when a new company is created
Project is created in Caflou
Triggers the automation when a new project is created
Contact is created in Caflou
Triggers the automation when a new contact is created
Task is created in Caflou
Triggers the automation when a new task is created
Event is created in Caflou
Triggers the automation when a new event is created
Income or expense is created in Caflou
Triggers the automation when a new income or expense is added
Timesheet is created in Caflou
Triggers the automation when a timesheet is created
Time entry is created in Caflou
Triggers the automation when a new time entry is created
Invoice is created in Caflou
Triggers the automation when any invoice is added or modified

Create company in Caflou
Generates a new company profile with given details
Search company in Caflou
Finds information about a company
Search task in Caflou
Searches for a task
Create task in Caflou
Creates a new task
Search account in Caflou
Searches for account information
Create contact in Caflou
Adds a new contact to the database
Create event in Caflou
Adds a new contact to the contact list
Search event in Caflou
Conducts a search for events based on particular criteria
Search user in Caflou
Searches for a user
Create income or expense in Caflou
Generates income or expenses based on preset parameters
Search income or expense in Caflou
Searches for income or expense records
Create bank payment in Caflou
Generates a bank payment using the provided details
Create timesheet in Caflou
Creates a new timesheet
Search timesheet in Caflou
Searches for a timesheet
Create project in Caflou
Creates a new project
Search project in Caflou
Searches for a project
Create time entry in Caflou
Creates a new time entry without manual input
Search time entry in Caflou
Searches for a time entry
Create issued invoice in Caflou
Generates and send an invoice for completed transactions
Search invoice in Caflou
Locates and retrieves invoices with
Acknowledge invoice in Caflou
Acknowledges an invoice
Award credential in CertifyMe
Grant recognition for completing a course or training program

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Want to automate something else in your workflow?

You Can Also Connect Caflou or CertifyMe With 1200+ Other Apps

Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.

See Caflou Integrations

The CertifyMe platform helps Event producers and TechEd firms maximize their brand’s presence by making it easier for event participants to add their certification with a click of a button.

See CertifyMe Integrations