Connect Crisp and planado to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crisp
Choose an Action
Automatically do this!
- Request a new Action for planado
Enable Integrations or automations with these events of Crisp and planado
Enable Integrations or automations with these events of Crisp and planado
Actions
Send Note Message
Send a note message in a conversation.
Create Conversation
Creates a conversation.
Change Conversation State
Update the state of a conversation.
Search for a Profile
Search Crisp people profile using an email address.
Add Segments to Conversation
Add segments to a conversation.
Send Text Message
Send a text message to a user.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Crisp and planado accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in planado (or vice versa).
Absolutely. You can customize how Crisp data is recorded in planado. This includes choosing which data fields go into which fields of planado, setting up custom formats, and filtering out unwanted information.
The data sync between Crisp and planado 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 planado. 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.
About Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn MoreAbout planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
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