IntegrationsCliengocoursesight
Cliengo + coursesight

Connect Cliengo and coursesight to Build Intelligent Automations

Choose a Trigger

Cliengo

When this happens...

Choose an Action

coursesight

Automatically do this!

Enable Integrations or automations with these events of Cliengo and coursesight

Enable Integrations or automations with these events of Cliengo and coursesight

Triggers

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

New/Updated Customer

New/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

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

List Account Plan

List Account Plan

List all account plan.

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Frequently Asked Questions

How do I start an integration between Cliengo and coursesight?

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

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

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

How often does the data sync between Cliengo and coursesight?

The data sync between Cliengo and coursesight 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 coursesight?

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 coursesight?

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

About coursesight

CourseSight is a course booking and training management system designed to help training providers manage the sales and delivery of the courses they offer.

Learn More