
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Crisp and PEP Cloud
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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 PEP Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in PEP Cloud (or vice versa).
Absolutely. You can customize how Crisp data is recorded in PEP Cloud. This includes choosing which data fields go into which fields of PEP Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Crisp and PEP Cloud 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 PEP Cloud. 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 MorePEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
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