Superdocu + Crisp Integrations
How to connect Superdocu + Crisp
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Contact Invited to WorkflowTriggers when a contact is invited to a workflow.Trigger- Contact Complete a WorkflowTriggers when a contact has completed a workflow.Trigger
- Document Group Expired TodayTriggers when a document expires.Trigger
- Document Group Expires in One WeekTriggers when a document (group) expires in exactly one week.Trigger
- Create ContactCreates a new contact in Superdocu.Action
- Invite Contact to WorkflowInvites a new contact to a workflow. You have to provider a contact id or email.Action
Edited ContactTriggers when a contact is edited.Trigger- Message SentTriggers when an operator sends a messageTrigger
- Crisp
Triggers when a visitor sends a message.
Instant
Trigger
- Crisp
Triggers when a new contact is created.
Instant
Trigger
- Crisp
Triggers when a new conversation is created.
Instant
Trigger
- Crisp
Triggers when custom data is added or removed in a conversation.
Instant
Trigger
- Crisp
Triggers when a segment is added or removed in a conversation.
Instant
Trigger
- Crisp
Triggers when a conversation is (un)resolved.
Instant
Trigger
- Crisp
Creates/Update a contact
Scheduled
Action
- Crisp
Triggers an automated campaign
Scheduled
Action
- Crisp
Search previous Crisp conversations using a search query (an email, username, or word).
Scheduled
Action
How Superdocu + Crisp Integrations Work
- Step 1: Authenticate Superdocu and Crisp.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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