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

Automatically do this!
Create Project
Create a Message
Create Document
Create To-Do
Create Campfire Message
Create Card
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
Trigger when any activity happens in a basecamp.
Trigger when a new message is created in a basecamp.
Trigger when a new schedule entry is created in a basecamp.
Trigger when a new todo is created in a basecamp.
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 Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Basecamp 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 Basecamp . 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 MoreBasecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
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