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Documentation Index

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The Plain integration connects your Plain customer support platform directly to the Corsa platform. All customer support conversations - including threads, messages, and attachments - are automatically synced from Plain into your Corsa dashboard via real-time webhooks. This ensures your compliance team has complete visibility into customer support interactions alongside compliance data.

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How It Works

  1. Secure Connection - Securely link one or more Plain workspaces to Corsa. One-time setup per workspace with fully encrypted credential storage.
  2. Automatic Real-Time Syncing - Corsa receives real-time webhook notifications when conversations are created, messages are sent/received, or thread statuses change.
  3. Keeping Everything Up-to-Date - Status changes, new messages, and new conversations are all synced in real time across all connected workspaces.

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Multi-Workspace Support

Corsa supports connecting up to 3 Plain workspaces per platform. This allows you to separate conversations across different teams, products, or regions while keeping everything synced in a single Corsa dashboard. Each workspace is configured independently with its own:
  • Plain API Key and webhook secret
  • Customer Card settings
  • Thread Field settings
To add another workspace, go to the Plain integration settings and click Add Workspace.

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Prerequisites

  • A Plain account with permission to generate API credentials and configure webhooks.
  • Owner access to the Corsa application.

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Setting Up the Plain Integration

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Step 1: Configure in Corsa

  1. Log in to Corsa.
  2. Go to Developers Hub → Integrations.
  3. Click Configure on the Plain card.

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Step 2: Workspace Authentication

For each workspace you want to connect, you will need:
  • Workspace Name - A label to identify this workspace in Corsa (e.g., “Support”, “Sales”, “EU Team”). If left empty, the name will be automatically fetched from the Plain workspace.
  • Plain API Key with the required permissions: attachment:download, attachment:read, company:read, customer:read, customerEmail:read, email:read, label:read, machineUser:read, thread:read, threadActivity:read, threadField:read, threadFieldSchema:read, timeline:read, user:read, workspace:read
  • Plain HMAC Secret

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Step 3: Optional - Customer Card Configuration

Toggle the Customer Card option per workspace to display Corsa client details directly in the Plain sidebar. Available fields: Jurisdiction, Account Status, Risk Level, Client Type, Activity Status.
Additional permissions required for customer cards: customerCardConfig (create, delete, edit, read) and customerCardConfigApiDetails (edit, read).

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Step 4: Optional - Thread Fields Configuration

Toggle Thread Fields per workspace to auto-populate thread fields with Corsa client data. Available fields: Jurisdiction, Client Type, Country.
Additional permissions required: threadFieldSchema (create, delete, edit, read) and threadField (create, delete, update, read).

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Step 5: Configure Webhooks in Plain

After saving, Corsa generates a unique webhook configuration for each workspace. Set up a webhook in each Plain workspace using its corresponding URL and secret.

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Historical Conversation Import

Corsa can import historical conversations from Plain. Client matching uses:
  1. Plain Customer ID (Direct Link): If already stored on the client record.
  2. Email Lookup (Automatic Matching): Corsa searches Plain using the client’s email address.
Go to Settings → Integrations → Plain and click Trigger Full Sync. What Gets Imported:
  • Up to 10 threads per customer
  • Conversations from the last 90 days
  • All messages, statuses, and attachments within those threads

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Automatic Client Matching

When a new conversation is received, Corsa links it to the correct client using the Plain Customer ID.
If an individual client doesn’t have a Plain Customer ID but their email matches the customer’s email in Plain, the conversation will still sync. Corsa will automatically update the client record with the Plain Customer ID.
Corsa offers native integrations with leading compliance, blockchain analytics, and custody providers. See all integrations or schedule a demo to see how Corsa fits into your stack.