Connect Cliengo and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer/Contact
Updated Customer
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Cliengo and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Cliengo integrations.
Create Customer
creates a new customer
Search Agent
Search a agent
Update Customer
Update an existing custome
Search Customer
Search a customer
List Account
List all account
List Account Payments
List all account payments
Know More About Cliengo and Mydocsafe Integrations
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Frequently Asked Questions
To start, connect both your Cliengo and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cliengo and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
