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

Automatically do this!
List Archived Goals
Get a Single Goal
Get Goal Datapoints
List All Goals
Create Charge
Delete Datapoint
Update Goal
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
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Beeminder accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Beeminder (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Beeminder. This includes choosing which data fields go into which fields of Beeminder, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Beeminder 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 Beeminder. 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 MoreBeeminder is a goal-tracking tool that helps you stay accountable and motivated by visualizing your progress and setting up financial stakes for your goals. Whether you're looking to build a new habit, lose weight, or complete a project, Beeminder keeps you on track by integrating with various apps and services.
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