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Accredify Zapier integrationAutomate Accredify with Zapier.

The Accredify Zapier integration gives you 0 triggers, 1 action and 0 searches. Something happens in another app, and Zapier starts one of the workflows you built in Accredify. A narrow integration, but it already runs on the free plan.

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Overview

What the Accredify Zapier integration actually does

It lets an event in another tool start a workflow you already built inside Accredify, the tool that produces verifiable digital documents and keeps track of them. Zapier sees the event, then fires Run Workflow for you. There is exactly one operation on the Accredify side, and it is an action, so the starting signal always comes from somewhere else.

Course finished, workflow started. A training company collects end-of-course feedback through a form tool. Each new entry can start the Accredify workflow that handles that course, with no one copying names across tabs by hand.

Payment received, document process kicked off. A paid enrolment in a billing app can be the event that runs a workflow in Accredify. The finance team stops being the bottleneck between the payment and the paperwork.

Dry runs before going live. Because Run Workflow asks whether to run in test mode, an operations lead can wire the whole chain, let it fire on real events in test mode, and only flip the switch once the results look right.

What Zapier does not do for Accredify: it cannot react to anything that happens inside Accredify, because there is no visible trigger, and it cannot look up an existing record, because there is no search. If you need Accredify to be the starting point, Zapier is the wrong tool for that half of the job. The Make vs Zapier comparison is the place to weigh other options by criteria, and the Zapier review covers the platform as a whole.

Vocabulary

Zapier vocabulary in one minute

Seven words cover everything on this page. Each one is used later without a reminder.

Zap
Your automation on Zapier: one starting event, then one or more steps that run each time that event shows up.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for it.
Action
The step that does the work once the Zap has started: it writes, sends or, here, runs something for you.
Task
What Zapier bills you for: one action that completes successfully. The number on your plan counts those, nothing else.
Polling vs instant
A polling trigger is checked on a timer set by your plan. An instant trigger is pushed by the app the moment the event happens.
Filter
A step that lets the Zap carry on only when the incoming data meets your condition, and quietly stops it otherwise.
Connection
Your Accredify account linked to Zapier once, then reused by every step in every Zap that touches Accredify.
Cost

What it really costs in tasks

Accredify is not a premium app, so it works on the free plan. The bill is counted in tasks, and only finished actions count.

  • Free plan100 tasks a month, two-step Zaps only
  • AccredifyNot a premium app
  • BilledEach successful Run Workflow

The trigger from the other app never costs a task, and neither does Zapier checking for new data. Each successful Run Workflow is one task; a run that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but only two-step Zaps: one trigger, one action. Add a filter or a second action and you have a multi-step Zap, which needs a paid plan. How often a polling trigger in the other app is checked depends on the plan.

Connect

Connect your Accredify account

  1. 01

    Open Apps and add a connection

    In your Zapier account, go to the Apps page and click + Add connection. A dialog opens with a search box that lists every app Zapier knows, Accredify included.

  2. 02

    Find Accredify and confirm

    Type Accredify in the dialog, pick it from the results, then click Add connection. A new browser tab then opens on the Accredify side so you can sign in.

  3. 03

    Sign in and grant access

    Log in with your Accredify account and allow Zapier access. If the workflows you plan to run belong to a colleague, make sure your account has the rights to use them first.

First Zap

Your first Zap: a paid enrolment starts an Accredify workflow

GoalEach new Stripe payment runs an Accredify workflow, first in test mode, then for real.

  1. 01

    Pick the starting app

    Create a Zap and choose the app and event that start it. Accredify has no trigger, so the start lives in the tool where the event really happens, here a payment app.

  2. 02

    Test the trigger

    Run the trigger test. Zapier brings back the three most recent items from the connected account, so you can check what a real payment looks like before going on.

  3. 03

    Add Run Workflow

    Add an action step, choose Accredify and the Run Workflow event, then select your connection. Pick the Workflow from the list of the ones in your account.

  4. 04

    Keep test mode on for now

    Set Run in Test Mode? to yes for the first run. The field is required, so it is a choice you make every time, not a default you can forget about.

  5. 05

    Test, then publish

    Test the action and read what Accredify sent back. When it looks right, switch test mode off, test once more and click Publish to turn the Zap on.

Actions

The Accredify action

Accredify gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Run Workflow

Action

In Zapier“Runs a workflow in Accredify”

Starts one of the workflows you have already built in Accredify, from an event in any other app connected to the Zap.

When to use it
a form, a payment or a new row elsewhere should set off your Accredify document process without anyone opening Accredify.
Watch out
both the Workflow and the Run in Test Mode? fields are required, and a Zap left in test mode keeps running tests until you change that answer.
When it breaks

When the Accredify Zap breaks

Zapier links no help article to Accredify, so the known failure points are the general ones of any Zap.

None of them is specific to Accredify, but each one shows up fast on a Zap with a single action, because there is no step in between to catch it. If one of them bites, the Zapier troubleshooting guide goes deeper.

  • Nothing from before the Zap

    A Zap only reacts to events after it is switched on. Payments or entries that came in earlier will never run a workflow; that backlog is a separate job.

  • The loop that eats tasks

    If a later step writes back into the very place the trigger watches, the Zap sets itself off again and again and burns through the task count.

  • Bulk import held back

    A trigger that suddenly returns a huge batch, after an import or a migration, can be held back by Zapier's flood protection instead of running every workflow.

  • No duplicates on polling

    On a polling trigger, Zapier remembers what it has already seen, so the same item never starts Run Workflow twice.
Need help

Need help automating Accredify with Zapier?

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FAQ

Accredify Zapier integration: frequent questions

01Is the Accredify Zapier integration free?
Yes, it works on the free Zapier plan, because Accredify is not a premium app. The free plan gives you 100 tasks a month and as many Zaps as you like, but each Zap is limited to two steps: one trigger and one action. A trigger in another app plus Run Workflow fits exactly inside that. The moment you add a filter or a second action, the Zap becomes multi-step and needs a paid plan. No price is listed here on purpose, since plan grids change too often to publish.
02How many tasks does Run Workflow use?
One task each time Run Workflow completes successfully. The trigger in the other app costs nothing, and Zapier checking for new events costs nothing either, however often it looks. A run that fails is not counted against your plan. So a Zap that starts a workflow for each of forty enrolments in a month uses forty tasks, as long as every run goes through. If you later add a second action, each successful action is counted on its own.
03Does it run in real time?
It depends entirely on the trigger app, because Accredify has no trigger of its own on Zapier. If the starting app offers an instant trigger, it tells Zapier the moment the event happens and the workflow runs straight away on any plan. If it uses a polling trigger, Zapier checks on a timer set by your plan: every 15 minutes on Free, every 2 minutes on Professional, every minute on Team and Enterprise. The editor shows a lightning bolt on instant Zaps.
04What do you need to connect Accredify to Zapier?
An Accredify account, plus access to the workflows you want the Zap to run if someone else owns them. From the Apps page in Zapier, click + Add connection, search for Accredify, click Add connection, sign in on the tab that opens and grant access. The connection is then reused by every Zap that touches Accredify. Also check that at least one workflow exists in the account, since Run Workflow asks you to pick one.
05Why does Run Workflow keep running in test mode?
Because Run in Test Mode? is a required field and the Zap keeps whatever answer you gave while building it. Setting it to yes during setup is the safe choice for a first test. The catch comes later: if nobody changes it before publishing, every real event keeps running the workflow in test mode. Before you click Publish, open the action, switch the answer, test the step once more and only then turn the Zap on.
06What if the Accredify operation you need does not exist?
On Zapier, Accredify offers only Run Workflow: no trigger and no search. That means the Zap cannot start from something that happens in Accredify, and it cannot look up an existing record there. Anything beyond starting a workflow has to be handled inside the workflow itself, on the Accredify side. If you need a start event from Accredify, Zapier cannot provide it with this integration, and another automation tool or a custom build is worth comparing.
07Zapier, Make or n8n for Accredify?
Pick by criteria rather than by reputation. On Zapier, the Accredify integration is a single action that runs on the free plan, which suits a team that wants one event elsewhere to start a workflow with almost no setup. If you need Accredify as the starting point, or more branching than a two-step Zap allows, compare what Make and n8n expose for the same app, how they bill each run, and whether you would rather host the tool yourself.
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