Connect Crisp and connect the doc to Build Intelligent Automations

Choose a Trigger

Crisp

When this happens...

Choose an Action

connect the doc

Automatically do this!

Enable Integrations or automations with these events of Crisp and connect the doc

Enable Integrations or automations with these events of Crisp and connect the doc

Actions

Send Note Message

Send Note Message

Send a note message in a conversation.

Create Conversation

Create Conversation

Creates a conversation.

Change Conversation State

Change Conversation State

Update the state of a conversation.

Search for a Profile

Search for a Profile

Search Crisp people profile using an email address.

Add Segments to Conversation

Add Segments to Conversation

Add segments to a conversation.

Send Text Message

Send Text Message

Send a text message to a user.

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Frequently Asked Questions

How do I start an integration between Crisp and connect the doc?

To start, connect both your Crisp and connect the doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in connect the doc (or vice versa).

Can we customize how data from Crisp is recorded in connect the doc?

Absolutely. You can customize how Crisp data is recorded in connect the doc. This includes choosing which data fields go into which fields of connect the doc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crisp and connect the doc?

The data sync between Crisp and connect the doc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crisp to connect the doc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crisp and connect the doc?

Yes, you can set conditional logic to control the flow of data between Crisp and connect the doc. 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.