Outreach + Sertifier Integration

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Outreach + Sertifier Integration
1.
  • Outreach
    Prospect is added in Outreach

    Triggers the automation when a new prospect is added

    Instant
  • Outreach
    Prospect is updated in Outreach

    Triggers the automation when a prospect is updated

    Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach

    Triggers the automation when a new task is added

    Instant
  • Outreach
    Opportunity is added in Outreach

    Triggers the automation when a new opportunity is created

    Instant
  • Outreach
    Account is added in Outreach

    Triggers the automation when a new account is added

    Instant
  • Sertifier
    Email template is created in Sertifier

    Triggers the automation when an engagement action is created or modified

  • Sertifier
    Detail is created in Sertifier

    Triggers the automation when a new detail is created

  • Sertifier
    Certificate design is created in Sertifier

    Triggers the automation when a new certificate design is created

  • Sertifier
    Delivery is created in Sertifier

    Triggers the automation when a package or item is delivered

  • Sertifier
    Custom attributes is created in Sertifier

    Triggers the automation when a new custom attribute is created

  • Sertifier
    Badge design is created in Sertifier

    Triggers the automation when a new badge design is added

2.
  • Outreach
    Add prospect to sequence in Outreach

    Adds a potential client to a predefined email sequence

  • Outreach
    Add prospect in Outreach

    Adds a new potential client or customer to your database

  • Outreach
    Search prospect by email in Outreach

    Searches for prospects using their email address

  • Outreach
    Update prospect in Outreach

    Updates prospect details with new information

  • Outreach
    Get prospect by Id in Outreach

    Retrieves a prospect's information using their id

  • Outreach
    Add account in Outreach

    Creates a new user account

  • Outreach
    Add opportunity in Outreach

    Adds a new opportunity to the system with a single click

  • Outreach
    Get opportunity by Id in Outreach

    Retrieves a opportunity's details by its id

  • Outreach
    Search opportunity by name in Outreach

    Searches for a opportunity by its name

  • Outreach
    Add task in Outreach

    Creates a new task with relevant information

  • Outreach
    Search sequence in Outreach

    Searches for a sequence

  • Sertifier
    Add recipient to a Delivery in Sertifier

    Adds a recipient to a delivery list

  • Sertifier
    Create detail & delivery dynamically in Sertifier

    Generates customized details and deliver them dynamically based on user preferences

  • Sertifier
    Create detail in Sertifier

    Creates a new detail entry

  • Sertifier
    Create delivery in Sertifier

    Creates a new delivery entry

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