Crisp automation is about setting up simple, repeatable rules so routine work in the inbox happens with fewer manual steps.
It reduces repetitive clicking, keeps responses and updates more consistent, and makes it easier for teams to handle higher volumes of conversations over time.
Crisp automation can also connect with other tools, helping information move between systems automatically as work progresses.
Tasks such as updating records or sending notifications can run on their own, so team members spend more time on conversations that need judgment instead of routine clicks.
Crisp automation also helps keep processes consistent from one interaction to the next.
When the same steps run in the same order every time, customers receive predictable responses and data stays aligned across tools.
As message volume and contact numbers grow, automation helps make sure actions still happen on schedule and in the right sequence.
Work that would be difficult to track manually scales more smoothly because the system follows predefined rules without getting tired or overlooking steps.
When a relevant Crisp event occurs, such as a new interaction or an update to existing data, Activepieces can use that event as a trigger to start a workflow.
Each workflow then runs through a series of steps and actions that can send information to other applications, update records, or transform data before passing it along.
Data from Crisp flows through the workflow in a structured way, so later actions can reference, modify, or route it based on conditions defined in the visual builder.
These automations are created using a no-code or low-code approach, which helps make sure Crisp-related workflows stay flexible, maintainable, and simple to adjust over time.
When conversations update in Crisp, automation syncs key details to other tools, make sure contact information, status, or custom fields stay aligned.
Event-based flows in Crisp use visitor or user actions as triggers.
When someone starts a chat, returns to a site, or closes a conversation, automation updates records, sets follow-up tasks, or sends simple notifications to internal channels.
Teams use Crisp automation to handle routine operational work that repeats every day.
Rules update conversation statuses, apply labels, assign owners, or post short internal notes without manual clicks.
Crisp automation also supports internal coordination across teams.
Notifications go to the right people when conversations meet certain conditions, such as long response waits or changed priorities.
Crisp automation helps connect the tool with other systems used in support or operations.
Updates in Crisp can trigger synced changes elsewhere so teams share consistent information without constant manual copying.
