Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

ClickUp
Trigger: Watch Folders
Crisp
Action: Select an action
1. Select a trigger
  • Triggers when a specific folder event happens.

  • Triggers when a specific goal event happens.

  • Triggers when a specific list event happens.

  • Triggers when a specific space event happens.

  • Triggers when a specific target event happen.

  • Triggers when a task or subtask is created or updated.

  • Triggers when a specific task or subtask event happens.

2. Select an action
  • Checks if given website exists (by domain).

  • Creates a new conversation.

  • Adds a new people profile.

  • Creates a new website.

  • Removes people profile in website.

  • Deletes an existing website.

  • Resolves an existing message in an existing conversation.

  • Resolves an existing website information.

  • Counts visitors currently on website.

  • Performs an arbitrary authorized API call.

  • Removes a conversation in website.

  • Sends a message in an existing conversation.

  • Edits an existing message in an existing conversation.

  • Updates people profile, and save only changed fields on the previous profile revision.

Select a trigger and an action

Create workflow (opens in a new tab)