Connect Crisp and finmo to Build Intelligent Automations

Choose a Trigger

Crisp

When this happens...

Choose an Action

finmo

Automatically do this!

Enable Integrations or automations with these events of Crisp and finmo

Enable Integrations or automations with these events of Crisp and finmo

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 finmo?

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

Can we customize how data from Crisp is recorded in finmo?

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

How often does the data sync between Crisp and finmo?

The data sync between Crisp and finmo 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 finmo?

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 finmo?

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