Carry Crisp sales conversations into Monday
Make the next prospect follow-up easier to find after a busy chat session.
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
A promising conversation can lose momentum if its next step stays only in the inbox.
- Keep the next sales action in your work queue.
- Reduce the need to revisit the inbox to remember a follow-up.
- Give a teammate a clear handoff item when needed.
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 to set it up conversationally.
- 3In one instruction, ask Notis to create a Monday follow-up item for sales-ready Crisp conversation requests using the supplied context.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real sales handoff request and check the Monday item.
Questions about this workflow
Does this workflow qualify leads?
No. The connected process decides which conversations warrant a webhook request; Notis creates the Monday item.
Can the request carry prospect context?
Yes. Ask Notis to use the context included with the webhook request.
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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