Keep Crisp refund requests visible for review
Give each refund request a clear place for the team to review and follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Refund conversations can be emotionally demanding and easy to leave without a recorded next step.
- Keep refund follow-up visible among current work.
- Preserve customer context for the people reviewing the request.
- Make it easier to return to an open decision.
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 for it conversationally.
- 3Write one plain-language instruction asking for a Monday review item when the webhook context describes a refund request.
- 4Select an incoming webhook trigger and a channel for run reports.
- 5Send one real request for review and confirm the item was created.
Questions about this workflow
Will the workflow approve or issue a refund?
No. It creates a review item in Monday; your team handles the decision.
What starts the automation?
An external tool or custom backend sends an HTTP request to the Notis webhook trigger.
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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