Integrations / Documents
Connect Certifier to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Certifier once, then ask Flann to look things up in it or get work done in it, by text or voice note. Every business keeps paperwork somewhere, and most of yours now lives in Certifier. Connect it to Flann and those files answer to a WhatsApp message. Ask for a contract, a menu, a certificate or a supplier quote, and it arrives in the chat while you are still standing at the counter.
9 actions in Certifier. 7 only look things up, and 2 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Certifier
Send any of these on WhatsApp, in your own words. Flann finds the right Certifier action and fills in the details from the conversation.
“Show me my designs in Certifier.”
“Show me my email templates in Certifier.”
“Find credentials in Certifier.”
“Send a credential from Certifier.”
What Flann can work with in Certifier
Certifier gives Flann 9 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Credentials | look upsearchsend | 3 |
There are three ways to get routine work done in Certifier. Side by side:
| Compare | Certifier on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers | Filters and searches you run yourself | Only the look-ups someone built | 7 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 2 changes, made from a message |
| Certifier records | All of them, one screen at a time | Only the ones you wire up | 6 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Certifier API key, once |
YesPartlyNo
Step by step: Certifier jobs you can hand to Flann
Each step below names the Certifier action Flann actually runs.
Get answers about your designs
- You message Flann on WhatsApp: “What is the latest on our designs in Certifier?”
- Flann runs
List Designsin Certifier and shows you what it found. - Nothing in Certifier is changed: these are look-ups, so they run straight away.
Find a credential and send it
- You message Flann on WhatsApp: “Find the credential we talked about in Certifier and send it.”
- Flann runs
List Credentialsin Certifier and shows you what it found. - Flann runs
Send a Credentialin Certifier. - It confirms in the chat once it is sent.
Check your groups from WhatsApp
- You message Flann on WhatsApp: “Show me where our groups in Certifier stand.”
- Flann runs
List Groupsin Certifier and shows you what it found. - Nothing in Certifier is changed: these are look-ups, so they run straight away.
Repetitive Certifier work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Writing up a site visit
Today
After a visit to a client, the details live in your head or on the back of an envelope. Proper notes in Certifier get pushed to tomorrow.
With Flann
“Voice note from the Greenway visit. Make it a proper note in Certifier under that client.”
Your voice note is transcribed, sorted under headings such as what was agreed, measurements and next steps, and matched to the right client in Certifier. It reads like notes written at a desk.
What you stop doing: Writing up visits from memory the next morning is no longer necessary.
Filing the stray uploads
Today
Scans, photos and attachments land wherever they happened to be saved. Once a month you try to sort the mess in Certifier and never quite finish.
With Flann
“Tidy this month’s uploads in Certifier into the right client folders.”
Each new file in Certifier is matched to the client or supplier it belongs to, and the ones called scan or untitled get a proposed name that says what they are. The whole plan arrives as one card you can edit.
What you stop doing: Sorting stray uploads once a month falls away.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Certifier
- Open Connectors in Flann and choose Certifier.
- Paste your Certifier API key into the secure form Flann opens. You will find the key in your Certifier account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Certifier action itself.
Look-ups run as soon as you ask and change nothing in Certifier. You can disconnect Certifier from Connectors at any time.
Ways to use Certifier with Flann
Keep things in order
Tell Flann where something belongs.
Summarise before you read
Ask what a long document says. Flann reads it in Certifier and gives you the points that matter.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Certifier and brings it into the chat.
Everything Flann can do in Certifier
The full list of Certifier actions available to Flann once you connect it.
Looks up 7
- List Attributes
- List Credential Interactions
- List Credentials
- List Designs
- List Email Templates
- List Groups
- Search Credentials
Changes 2
- Create, issue, and send credential
- Send a Credential
More Documents apps Flann works with
NanonetsCommon questions
What can Flann do with credentials in Certifier?
Flann can look up, search and send credentials in Certifier, using 3 actions (List Credentials, Search Credentials, Send a Credential). Looking up runs straight away and changes nothing. The other actions create or change credentials in Certifier.
How does Flann connect to Certifier?
Open Connectors in Flann, choose Certifier and paste your Certifier API key into a secure form. You will find the key in your Certifier account settings. Once it is connected, Flann can use 9 actions in Certifier.
Can I use Certifier from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Certifier for you. You do not need to open Certifier.
Does connecting Certifier cost extra?
No. Certifier is included in every Flann plan, along with every other app Flann connects to.