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

Automatically do this!
Update Habit Status
Add Note
Add Log
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 new habit is created.
Triggers when new area is created.
Triggers when new logs 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

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

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

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Cliengo and Habitify accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Habitify (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Habitify. This includes choosing which data fields go into which fields of Habitify, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Habitify 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 Habitify. 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 MoreHabitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.
Learn More