Crisp + Websand

Create or update Websand profiles for new Crisp contacts

This workflow initiates when a new contact is added in Crisp, subsequently creating or updating that contact's profile in Websand. This automation eases the process of maintaining an up-to-date, organized contact list by transferring information between the two platforms seamlessly. Eliminate manual data entry and ensure your Websand profiles remain current without lifting a finger.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update a New Profile
Creates or updates a profile in Websand. Update will occur if a profile with the same email address already exists
ActionWrite

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Supported triggers and actions

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
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Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
Try It
Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
Try It
- Conversation ID (session_id)Required
- SegmentsRequired
Action
Write

- User EmailRequired
- User NameRequired
- Message FromRequired
- MessageRequired
Action
Write
- Conversation ID (session_id)Required
- Note message contentRequired
Action
Write

- Conversation ID (session_id)Required
- Message contentRequired
Action
Write
- QueryRequired
Action
Search
- Email addressRequired
- SourceRequired
- Date of the updateRequired
- First NameRequired
- Abandon Cart URLRequired
Action
Write
- Order ID or Order NumberRequired
- email addressRequired
- First Name
- Order DateRequired
- Order TotalRequired
- Currency Code
- Promotional Code
- Order Status
- Source of the orderRequired
- Accepts MarketingRequired
- NameRequired
- Category
- Sku
- Variant
- Vendor
- Event Date
- City
- Country
- Company
- Job Title
Action
Write

Message Sent
Triggers when an operator sends a message
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
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Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
Try It
- EmailRequired
- NameRequired
- Phone Number
- Address
- Website
- Company
- Position
- Segments
- Notepad
- Custom Data
Action
Write
- EmailRequired
- Event nameRequired
Action
Write
- Conversation ID (session_id)Required
- Message contentRequired
- Nickname
Action
Write
- Conversation ID (session_id)Required
- StateRequired
Action
Write
- EmailRequired
Action
Search
- Email addressRequired
- Subscribed DateRequired
- Marketing SourceRequired
- First name
- City
- Zip or Postcode
- Country
- Job Title
- Company
- Sector
- Status
- Interest
- Allows Multiples Tags
- Abandoned Cart URL
- Extra field 1
- Extra field 2
- Extra field 3
Action
Write

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 more

Related categories

Customer Support

About Websand

Websand is a marketing automation platform to help email marketers better understand their customer data so they can increase engagement and boost sales.

Related categories

Marketing Automation

Crisp + Websand

Create or update Websand profiles for new Crisp contacts

Supported triggers and actions

Edited Contact

Message Incoming

New Conversation

Conversation Segments Updated

Add Segments to Conversation

Create Conversation

Send Note Message

Send User Text Message

Search for Conversation

Create or Update Abandoned Cart to a Websand Profile

Create or Update the Status of a Transaction

Message Sent

New Contact

Conversation Custom Data Updated

Conversation Status Change

Create/Update Contact

Add a User Event

Send Operator Text Message

Change Conversation State

Search for a Profile

Create or Update a New Profile

About Crisp

Related categories

About Websand

Related categories