Connect Crisp and Planly 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 Planly
Enable Integrations or automations with these events of Crisp and Planly
Enable Integrations or automations with these events of Crisp and Planly
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.
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Frequently Asked Questions
To start, connect both your Crisp and Planly accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in Planly (or vice versa).
Absolutely. You can customize how Crisp data is recorded in Planly. This includes choosing which data fields go into which fields of Planly, setting up custom formats, and filtering out unwanted information.
The data sync between Crisp and Planly 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 Planly. 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 Planly
Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.
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