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Integrations · Other

Connect Certopus to Coherence.

Your certificates, made simple. 2 actions can run inside a Coherence workflow.

A Coherence record changesCreate Credential

TRIGGERS AND ACTIONS

Everything Certopus can do in a workflow.

Actions are the steps a workflow can run in Certopus. Start the workflow from a Coherence record or another app.

Actions · 2Create CredentialCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Certopus.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Certopus from a Coherence workflowUse a change in Coherence to run a supported Certopus action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Create Credential
Connect Certopus to the wider customer workflowCombine Certopus with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with · A Coherence workflow startsFinishes with · Create Credential, then preserve the outcome in Coherence

SET UP

How to connect Certopus.

The exact authentication fields depend on Certopus. The workflow structure stays straightforward.

1Connect the accountAuthorize the Certopus account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Certopus or provide a complementary trigger or action.

QUESTIONS

Certopus integration questions.

What can I automate with the Certopus integration?

Certopus currently provides 2 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Certopus triggers and actions are available?

Certopus currently lists 0 triggers and 2 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Certopus connect to other apps through Coherence?

Yes. A workflow can combine supported Certopus triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Certopus?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Certopus?

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