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

Automatically do this!
Create Site Contact
Create Site
Create Page
Create Site Invitation
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 booking is cancelled.
Triggers when a new booking is created.
Triggers when a booking is rescheduled.
Triggers when a new site contact is created.
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 Fingertip accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Fingertip (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Fingertip. This includes choosing which data fields go into which fields of Fingertip, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Fingertip 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 Fingertip. 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 MoreFingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
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