Connect Crisp and Wealthsimple 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 Wealthsimple
Enable Integrations or automations with these events of Crisp and Wealthsimple
Enable Integrations or automations with these events of Crisp and Wealthsimple
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Crisp data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Crisp and Wealthsimple 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 Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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