Connect Crisp and tactyc to Build Intelligent Automations

Choose a Trigger

Crisp

When this happens...

Choose an Action

tactyc

Automatically do this!

Enable Integrations or automations with these events of Crisp and tactyc

Enable Integrations or automations with these events of Crisp and tactyc

Actions

Send Note Message

Send Note Message

Send a note message in a conversation.

Create Conversation

Create Conversation

Creates a conversation.

Change Conversation State

Change Conversation State

Update the state of a conversation.

Search for a Profile

Search for a Profile

Search Crisp people profile using an email address.

Add Segments to Conversation

Add Segments to Conversation

Add segments to a conversation.

Send Text Message

Send Text Message

Send a text message to a user.

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Frequently Asked Questions

How do I start an integration between Crisp and tactyc?

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

Can we customize how data from Crisp is recorded in tactyc?

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

How often does the data sync between Crisp and tactyc?

The data sync between Crisp and tactyc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crisp to tactyc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crisp and tactyc?

Yes, you can set conditional logic to control the flow of data between Crisp and tactyc. 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

About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform

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tactyc

About tactyc

Tactyc is a software for venture funds, enabling portfolio construction, management, forecasting and reporting in one platform. Zero spreadsheets involved.

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