Crisp

The Crisp modules allow you to monitor, create, update, send, retrieve, and list the conversations, people, visitors, and websites in your Crisp account.

Getting Started with Crisp

Prerequisites

  • A Crisp account

In order to use Crisp with Integromat, it is necessary to have a Crisp account. If you do not have one, you can create a Crisp account at app.crisp.chat/initiate/signup.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Crisp to Integromat

To connect your Crisp account to Integromat you need to obtain the Identifier, Key, and Website ID from your Crisp account and insert it in the Create a connection dialog in the Integromat module.

1. Go to the Token Generation website and log in to your Crisp account credentials.

2. Click Generate My API Token.

LpSw4MtJUs.png

3. Copy the Identifier and Key details to a safe place.

GOIiGiXUjc.png

4. Go to Integromat and open the Crisp module's Create a connection dialog.

e1RkDihAQD.gif

5. In the Identifier and Key fields, enter the token details copied in step 2 respectively.

6. In the Website ID field, enter your website ID for which you want to establish the connection. You can find website ID at Settings > Website Settings > Select the Website > Setup Instructions.

iOIOAM1jFz.gif

7. Click Continue.

The connection has been established.

Conversations

Create a Conversation

Creates a new conversation.

ConnectionEstablish a connection to your Crisp account.

Search for Conversation

Search previous Crisp conversations using a search query (an email, username, or word)

ConnectionEstablish a connection to your Crisp account.
Search QueryEnter a keyword or a phrase to search the conversation that matches the specified query. 
Search TypeSelect or map the search type for the conversations:
  • Text
  • Segment
  • Filter
Include EmptySelect whether you want to search the empty conversations.
Filter UnreadSelect whether you want to search only the conversations that were not read.
Filter ResolvedSelect whether you want to search only the conversations that were resolved.
Filter Not ResolvedSelect whether to search the conversations that are not resolved.
Filter MentionSelect whether to search the conversations that mention the current user.
Filter AssignedSelect whether to search the conversations that were assigned to the current user.
Filter UnassignedSelect whether to search the conversations that were not assigned to any user.
Filter Date StartEnter the date to search the conversations from the specified date.
Filter Date EndEnter the date to search the conversations until the specified date.
Order By Date CreatedEnter the date to search the conversations that were created on the specified date.
Order By Date UpdatedEnter the date to search the conversations that were updated on the specified date.
LimitSet the maximum number of conversations Integromat should return during one execution cycle.

Remove a Conversation

Remove a conversation on the website.

ConnectionEstablish a connection to your Crisp account.
Session IDEnter (map) the conversation's Session ID you want to remove.

List Messages in Conversation

Resolves messages in an existing conversation. Returns the last batch of messages if there are many messages in the conversation.

ConnectionEstablish a connection to your Crisp account.
Session IDEnter (map) the conversation whose messages you want to list.
BeforeEnter (map) the date to list the messages that were created on or before the specified date.
LimitSet the maximum number of messages Integromat should return during one execution cycle.

Send a Message in Conversation

Sends a message in an existing conversation.

ConnectionEstablish a connection to your Crisp account.
Session IDEnter (map) the conversation Session ID in which you want to send the message.
Message TypeSelect or map the message type and enter the files. For example, Text.
ContentEnter the message text.
Message Sender

Select or map the sender to send the message:

  • User
  • Operator
Message Origin

Select or map the option to send the message:

  • Chat
  • Email
  • URN
Mentioned User IdentifierAdd the users to whom you want to send the message.
Unique Message FingerprintEnter (map) the unique message identifier. This is used to avoid duplicates when using the API as per the real-time sockets.
Type

Select or map the user type who is sending the message:

  • Website
  • Participant
NicknameEnter the user's nickname.
AvatarEnter the user's profile image URL address.
TypeSelect the message type. For example, HTML.
ContentEnter (map) the message data type.
TranslatedSelect whether you want to auto-translate the message to the recipient's choice.

Get a Message in Conversation

Resolves an existing message in an existing conversation.

ConnectionEstablish a connection to your Crisp account.
Session IDEnter (map) the Session ID whose message details you want to retrieve.
Message FingerprintEnter (map) the unique message identifier. This is used to avoid duplicates when using the API as per the real-time sockets.

Update a Message in Conversation

Edits an existing message in an existing conversation.

ConnectionEstablish a connection to your Crisp account.
Session IDEnter (map) the Session ID whose message details you want to retrieve.
Message FingerprintEnter (map) the unique message identifier. This is used to avoid duplicates when using the API as per the real-time sockets.
Message TypeSelect or map the message type and enter the details for the dynamic fields:
  • Text
  • Note
  • File
  • Animation
  • Audio
  • Picker
  • Field
  • Event

People

Create a People Profile

Adds a new people profile.

ConnectionEstablish a connection to your Crisp account.
EmailEnter the people's profile's email address.
Full NameEnter the user's full name.
Avatar URLEnter (map) the user's profile image URL address.
GenderSelect or map the gender of the user.
Phone NumberEnter (map) the user's phone number. 
User AddressEnter (map) the user's address.
User WebsiteEnter (map) the user details.
TimezoneEnter (map) the user's timezone.
ProfilesAdd the profiles:
Profile Type
Enter (map) the user profile type. For example, Facebook.
Handle
Enter (map) the handle for the user profile.
Profile URL
Enter (map) profile URL address. For example, the user's Facebook link.
Company NameEnter (map) the user's company name.
Company Domain NameEnter (map) the user's company domain name.
User TitleEnter (map) the user title. For example, CTO.
User RoleEnter (map) the user's role. For example, Software Engineer.
User SeniorityEnter (map) the user's seniority in the company. For example, lead.
Country CodeEnter (map) the two-character country code where the user is located. For example, US.
Region CodeEnter (map) the region code where the user is located. For example, Riga.
City NameEnter (map) the city name where the user is located. For example, Riga.
LatitudeEnter (map) the user's location latitude details.
LongitudeEnter (map) the user's location longitude details.
LocalesEnter (map) the two-character locales preferred language code. For example, "en" for English.
Company NameEnter (map) the user's company name.
Company Legal NameEnter (map) the user's company's legal name.
Company Domain NameEnter (map) the user's company domain name.
Company Website URLEnter (map) the user's company's website URL address.
Company DescriptionEnter (map) the user's company description details.
Company Timezone OffsetEnter (map) the user's company timezone offset.
Company PhonesEnter (map) the user's company phone numbers.
Company EmailsEnter (map) the user's company's contact email addresses.
Country CodeEnter (map) the two-character country code where the user's company is located. For example, US.
Region CodeEnter (map) the region code where the user's company is located. For example, Riga.
City NameEnter (map) the city name where the user's company is located. For example, Riga.
Latitude Enter (map) the user's company's location latitude details.
LongitudeEnter (map) the user's company's location longitude details.
Number of EmployeesEnter (map) the number of employees in the company.
Market CapitalizationEnter (map) the company's market capitalization cap.
Money RaisedEnter (map) the amount company raised in the form of investment.
Annual Recurring RevenueEnter (map) the company's annual recurring revenue.
TagsAdd the tags for the user.
SegmentsAdd the segments for the user. For example, poweruser.
Private NotepadEnter (map) the private notepad details of the user.

Update a People Profile

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

ConnectionEstablish a connection to your Crisp account.
People IDSelect or map the People ID whose details you want to update.
EmailEnter the people's profile's email address.
Full NameEnter the user's full name.
Avatar URLEnter (map) the user's profile image URL address.
GenderSelect or map the gender of the user.
Phone NumberEnter (map) the user's phone number. 
User AddressEnter (map) the user's address.
User WebsiteEnter (map) the user details.
TimezoneEnter (map) the user's timezone.
ProfilesAdd the profiles:
Profile Type
Enter (map) the user profile type. For example, Facebook.
Handle
Enter (map) the handle for the user profile.
Profile URL
Enter (map) profile URL address. For example, the user's Facebook link.
Company NameEnter (map) the user's company name.
Company Domain NameEnter (map) the user's company domain name.
User TitleEnter (map) the user title. For example, CTO.
User RoleEnter (map) the user's role. For example, Software Engineer.
User SeniorityEnter (map) the user's seniority in the company. For example, lead.
Country CodeEnter (map) the two-character country code where the user is located. For example, US.
Region CodeEnter (map) the region code where the user is located. For example, Riga.
City NameEnter (map) the city name where the user is located. For example, Riga.
LatitudeEnter (map) the user's location latitude details.
LongitudeEnter (map) the user's location longitude details.
LocalesEnter (map) the two-character locales preferred language code. For example, "en" for English.
Company NameEnter (map) the user's company name.
Company Legal NameEnter (map) the user's company's legal name.
Company Domain NameEnter (map) the user's company domain name.
Company Website URLEnter (map) the user's company's website URL address.
Company DescriptionEnter (map) the user's company description details.
Company Timezone OffsetEnter (map) the user's company timezone offset.
Company PhonesEnter (map) the user's company phone numbers.
Company EmailsEnter (map) the user's company's contact email addresses.
Country CodeEnter (map) the two-character country code where the user's company is located. For example, US.
Region CodeEnter (map) the region code where the user's company is located. For example, Riga.
City NameEnter (map) the city name where the user's company is located. For example, Riga.
Latitude Enter (map) the user's company's location latitude details.
LongitudeEnter (map) the user's company's location longitude details.
Number of EmployeesEnter (map) the number of employees in the company.
Market CapitalizationEnter (map) the company's market capitalization cap.
Money RaisedEnter (map) the amount company raised in the form of investment.
Annual Recurring RevenueEnter (map) the company's annual recurring revenue.
TagsAdd the tags for the user.
SegmentsAdd the segments for the user. For example, poweruser.
Private NotepadEnter (map) the private notepad details of the user.

Delete a People Profile

Removes people's profiles on the website.

ConnectionEstablish a connection to your Crisp account.
People IDSelect or map the People ID you want to delete.

List People Profiles

Lists people profiles for the website.

ConnectionEstablish a connection to your Crisp account.
Sort OrderSelect or map the order in which you want to sort the profiles.
Search TextEnter the text or keyword to search the profiles that match the specified query.
Filter FromEnter (map) the date to list the profiles that were created from the specified date.
Filter UntilEnter (map) the date to list the profiles that were created until the specified date.
LimitSet the maximum number of people profiles Integromat should return during one execution cycle.

Visitors

Get Visitors Count

Counts visitors currently on the website.

ConnectionEstablish a connection to your Crisp account.

List Visitors

Lists visitors currently on the website.

ConnectionEstablish a connection to your Crisp account.
LimitSet the maximum number of visitors Integromat should return during one execution cycle.

Website

Check if Website Exists

Checks if a given website exists (by domain)

ConnectionEstablish a connection to your Crisp account.
DomainEnter (map) the domain which you want to check if it exists.

Get a Website

Resolves existing website information.

ConnectionEstablish a connection to your Crisp account.

Create a Website

Creates a new website.

ConnectionEstablish a connection to your Crisp account.
WebsiteEnter the website name.
DomainEnter the website domain name. for example, integromat.com

Delete a Website

Deletes an existing website.

ConnectionEstablish a connection to your Crisp account.
PasswordEnter your Crisp account password to delete the website.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Crisp account.
URL

Enter a path relative to https://api.crisp.chat For example: /v1/website/{website_id}

For the list of available endpoints, refer to the Crisp API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List Conversations

The following API call returns all the conversations from your Crisp account:

URL:
/v1/website/{website_id}/conversations

Method:
GET

Din3o2pJkQ.png

Matches of the search can be found in the module's Output under Bundle > Body > data
In our example, 1 conversation was returned:

eyjZoH7EPR.png

 

 

Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.