Any.do Personal + Crisp

Create tasks in Any.do Personal for updated conversation segments in Crisp

Stay on top of your customer conversations with this seamless automation between Crisp and Any.do Personal. Whenever a conversation segment is updated in Crisp, a new task will be created in Any.do Personal, ensuring you never miss important updates or follow-ups. This workflow helps you maintain excellent customer service and improves your task management efficiency.

When this happens...
Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
Try It
Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
Try It
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
- User MessageRequired
Action
Write
- Conversation ID (session_id)Required
- Note message contentRequired
Action
Write

- Conversation ID (session_id)Required
- StateRequired
Action
Write
- EmailRequired
Action
Search
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
Action
Write
- Task titleRequired
Action
Search

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
Try It
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
Action
Write
- QueryRequired
Action
Search
- List
Trigger
Scheduled
Try It
- List NameRequired
Action
Write
- TaskRequired
- Title
- Status
Action
Write
- TitleRequired
- ListRequired
- Due Date
- Set Reminder?
- Note
Action
Search or write

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

Learn more Help

Related categories

Task Management

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 Help

Related categories

Customer Support

Related Zap Templates

Create new tasks in Any.do Personal from new Crisp conversations

Related Zap Templates

Create new tasks in Any.do Personal from new Crisp conversations

Any.do Personal + Crisp

Create tasks in Any.do Personal for updated conversation segments in Crisp

Edited Contact

Message Incoming

New Conversation

Conversation Segments Updated

Add Segments to Conversation

Create Conversation

Send Note Message

Change Conversation State

Search for a Profile

Task Completed

Create Task

Due Date

Set Reminder?

Note

Find Task

Message Sent

New Contact

Conversation Custom Data Updated

Conversation Status Change

Create/Update Contact

Phone Number

Address

Website

Company

Position

Segments

Notepad

Custom Data

Add a User Event

Send Text Message

Search for Conversation

New Task

List

Create List

Update Task

Title

Status

Find or Create Task

Due Date

Set Reminder?

Note

About Any.do Personal

Related categories

About Crisp

Related categories

Related Zap Templates

Related Zap Templates