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

Automatically do this!
Get all Lists
Get all Teams
Get all Spaces
Get all Tasks
Get all Folders
Create Task
Get User Info
Create a Space
Create a List
Create a Folder
Update a Folder
Update a Task
Update a Space
Update a List
New Checklist
Find a Task by Task ID
Find a User by Name or Email
Get a Comment in a Task
Delete a task
Archive or Delete Task
Create Custom Field
Update Custom field Value
Find Custom Field
Post a Task Comment
Time Tracked
Create New Document
Create New Document Page
Create Subtask
Send Message to Channel
Send Direct Message
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 folder is created.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when a task is updated.
Action is the task that follows automatically within your Cliengo integrations.
creates a new customer
Search a agent
Update an existing custome
Search a customer
List all account
List all account payments

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To start, connect both your Cliengo and ClickUp accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in ClickUp (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in ClickUp. This includes choosing which data fields go into which fields of ClickUp, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and ClickUp 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 ClickUp. 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.
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