Personify

Personify + Dynamics CRM

Create Customers in Personify
Create Orders in Personify
Create Leads or Contacts in Dynamics CRM

Personify + Docebo

Create Courses in Personify by retrieving the course list from Docebo or vice-versa.
Enroll Users in courses in Docebo for customers/members from Personify.
Track the customers/members Awards, Grades, Survey Responses, Course Progress in Personify.

Personify + Classy

Create FND Orders in Personify from Classy
Create Financials with settled Payments in Personify from Classy

Personify + LearnUpon

Create Courses in Personify by retrieving the course list from LearnUpon or vice-versa.
Enroll Users in courses in LearnUpon for customers/members from Personify.
Track the customers/members Awards, Grades, Survey Responses, Course Progress in Personify.

Personify + Salesforce

Create Customers in Personify
Create Orders in Personify
Create Leads or Contacts in Salesforce

Personify + Excel

Upload Customer data in to Personify
Upload Address, Communication and Demographics data in to Personify
Upload Order Data in to Personify

Personify + BlueSky

Create Courses in Personify by retrieving the course list from BlueSky or vice-versa.
Enroll Users in courses in BlueSky for customers/members from Personify.
Track the customers/members Awards, Grades, Survey Responses, Course Progress in Personify.

Personify + Avalara

Easily accessible AvaTax endpoints to calculate the state taxes.
Upload orders and invoices from Personify to Avalara.
Update order cancellations from Personify to Avalara.
Update Customer profile from Personify to Avalara.

Personify + Canvas

Create Courses in Personify by retrieving the course list from Canvas or vice-versa.
Enroll Users in courses in Canvas for customers/members from Personify.
Track the customers/members Awards, Grades, Survey Responses, Course Progress in Personify.

Personify + Brightspace

Create Courses in Personify by retrieving the course list from Brightspace or vice-versa.
Enroll Users in courses in Brightspace for customers/members from Personify.
Track the customers/members Awards, Grades, Survey Responses, Course Progress in Personify.