
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Crisp and Advantage Orientation
Send a note message in a conversation.
Creates a conversation.
Update the state of a conversation.
Search Crisp people profile using an email address.
Add segments to a conversation.
Send a text message to a user.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Crisp and Advantage Orientation accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in Advantage Orientation (or vice versa).
Absolutely. You can customize how Crisp data is recorded in Advantage Orientation. This includes choosing which data fields go into which fields of Advantage Orientation, setting up custom formats, and filtering out unwanted information.
The data sync between Crisp and Advantage Orientation typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Crisp and Advantage Orientation. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn MoreAdvantage Orientation is a SaaS platform providing orientation content delivery in fun interactive ways. This integration provides access to completion information.
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