Make open Crisp conversations easier to review
Set aside one visible review task for customer conversations that still need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create item
Creates a new item on a monday.com board, optionally assigning it to a group and setting column values.
Why this helps
Open conversations can become harder to spot when they compete with a founder's other priorities.
- Create a regular checkpoint for customer follow-up.
- Keep review work visible in the task system.
- Reduce the effort of deciding what to revisit first.
Setup
Build it in a few focused steps.
- 1Connect Crisp and Monday to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one instruction, ask Notis to review accessible open Crisp conversation context and create a Monday item summarizing conversations that need attention.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Run once on a real day and verify the review item is useful.
Questions about this workflow
Does this require a Crisp event trigger?
No. Notis starts on a recurring schedule and uses the connected Crisp integration where available.
Will it create one item for every conversation?
Describe the desired review in the prompt. The Monday item is intended as a scheduled review summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Crisp to Monday. A trigger fires from one place; an action lands in another.
Crisp triggers
Monday actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add users to board
Adds users to a monday.com board with a specified role.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive board
Archives a specified, existing, and unarchived board in monday.com; archived boards can typically be restored later.
Archive item
Archives an existing monday.com item, moving it from active board views to the archive where it can be potentially restored.
Change simple column value
Changes a specific column's value for a monday.com item using a simple string, suitable for text, status, or dropdown columns; can create new labels if `create labels if missing` is true for status/dropdown columns.
Create a Monday board
Creates a monday.com board; `template id` if used must be accessible, and `folder id` must be in `workspace id` if both are provided.
Create column
Creates a new column with a specified type and title on a monday.com board.
Create group
Creates a new group with the given `group name` on an existing monday.com board, identified by its `board id`.
Create item
Creates a new item on a monday.com board, optionally assigning it to a group and setting column values.
Connect any two apps with Notis in the middle.
Crisp and Monday, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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