Connect Cliengo and assessteam to Build Intelligent Automations

Choose a Trigger

Cliengo

When this happens...

Choose an Action

assessteam

Automatically do this!

Enable Integrations or automations with these events of Cliengo and assessteam

Enable Integrations or automations with these events of Cliengo and assessteam

Triggers

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

Updated Customer

Updated Customer

Triggers when a new customer is created or updated

Request a new Trigger for Cliengo

Actions

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Update Customer

Update Customer

Update an existing custome

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

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Frequently Asked Questions

How do I start an integration between Cliengo and assessteam?

To start, connect both your Cliengo and assessteam accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in assessteam (or vice versa).

Can we customize how data from Cliengo is recorded in assessteam?

Absolutely. You can customize how Cliengo data is recorded in assessteam. This includes choosing which data fields go into which fields of assessteam, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cliengo and assessteam?

The data sync between Cliengo and assessteam typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cliengo to assessteam?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cliengo and assessteam?

Yes, you can set conditional logic to control the flow of data between Cliengo and assessteam. 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

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.

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assessteam

About assessteam

AssessTEAM is a cloud-based performance management & productivity analysis software. We deliver traditional annual reviews, 360-degree feedback, real-time reviews, continuous feedback, project performance evaluation and team profitability analysis.

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