Connect Roam Research to Crisp

Both apps 23Roam Research 6Crisp 17

• Trigger
  New Linked Reference of a Page / Block

  Triggers when a block in your Roam graph newly references the chosen page or block.

• Trigger
  New or Modified Linked Reference of a Page / Block

  Triggers when a block in your Roam graph newly references the chosen page or block, or an existing referencing block is edited.

• Action
  Add Content to a Daily Note Page

  Adds a new block of content to the daily note page for a given date in your Roam graph.

• Action
  Add Content to Page

  Adds a new block of content to a page in your Roam graph, creating the page if it does not exist.

• Action
  Add Content Underneath an Existing Block in Your Graph

  Adds a new block of content as a child of an existing block or page in your Roam graph.

• Action
  Get Data for a Page / Block

  Returns the title or text, edit time and child blocks of a page or block in your Roam graph.

• Action
  Add a User Event

  Adds an event (such as "Added item to basket") to a Crisp contact's timeline.

• Action
  Add Segments to Conversation

  Adds one or more segments (tags) to a Crisp conversation, keeping the segments it already has.

• Action
  Assign conversation

  Assigns a Crisp conversation to a chosen operator so it is routed to that person.

• Action
  Change Conversation State

  Changes a Crisp conversation's state to resolved, unresolved or pending.

• Action
  Create/Update Contact

  Creates a Crisp contact (people profile) for the given email, or updates the existing contact with that email.

• Action
  Delete conversation

  Permanently removes a conversation from your Crisp website, identified by its session ID.

• Action
  Delete people profile

  Removes a people profile (contact) from your Crisp website, identified by its people ID or email address.

• Action
  Get people profile

  Returns a Crisp contact profile, looked up by its people ID or email address.

• Action
  List conversations

  Returns one page of up to 50 conversations in your Crisp inbox, optionally narrowed by search text, inbox, assignee, status or date.

• Action
  List messages in conversation

  Returns the messages in a Crisp conversation, with optional filters to read messages before, after or around a point in time.

• Action
  List operators

  Returns every operator who is a member of the Crisp website, with each operator's name, email, role and availability details.

• Action
  Mark messages as read in conversation

  Marks messages in a Crisp conversation as read, either specific messages or all of them.

• Action
  Search for a Profile

  Searches the website's contact profiles by text (name, email and more) and returns the matching profiles.

• Action
  Search for Conversation

  Searches conversations in your Crisp website by text, segment or filter and returns the matching conversations.

• Action
  Send Note Message

  Posts a private internal note into an existing Crisp conversation, visible only to operators.

• Action
  Send Operator Text Message

  Sends a text message from an operator in an existing Crisp conversation.

• Action
  Update conversation metas

  Updates a conversation's visitor details, subject, segments and custom data. Returns Crisp's result message.

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