Connect Crisp and SmartTask to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crisp
Choose an Action
Automatically do this!
List Organizations
Create Task
List User
List Project
Add Comment to Task
Create Contact
Complete a Task
Ready to use Crisp and SmartTask automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
Do thisActions
Action is the task that follows automatically within your Crisp integrations.
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 SmartTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in SmartTask (or vice versa).
Absolutely. You can customize how Crisp data is recorded in SmartTask. This includes choosing which data fields go into which fields of SmartTask, setting up custom formats, and filtering out unwanted information.
The data sync between Crisp and SmartTask 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 SmartTask. 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn More
