Connect Crisp and Plumsail Documents to Build Intelligent Automations

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

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

The data sync between Crisp and Plumsail Documents 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.