
When this happens...
New Customer/Contact
New/Updated Customer

Automatically do this!
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact/customer is created
Triggers when a new customer is created or updated
Triggers when a new Document is processed and extracted data is available
Action is the task that follows automatically within your Cliengo integrations.
creates a new customer
Search a agent
Search a customer
List all account
List all account payments
List all account plan.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cliengo and AlgoDocs Integration accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in AlgoDocs Integration (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in AlgoDocs Integration. This includes choosing which data fields go into which fields of AlgoDocs Integration, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and AlgoDocs Integration 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 AlgoDocs Integration. 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.
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 MoreIntegrate with AlgoDocs API to seamlessly manage and process your documents. Automate document extraction, data processing, and more with ease.
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