Connect Cliengo and Heartbeat
Integrate Cliengo with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add user to group in Heartbeat when New Customer/Contact in Cliengo
Create a Group in Heartbeat when New Customer/Contact in Cliengo
Remove User from Group in Heartbeat when New Customer/Contact in Cliengo
Find User in Heartbeat when New Customer/Contact in Cliengo
Create a Channel in Heartbeat when New Customer/Contact in Cliengo
Popular Cliengo + Heartbeat flows
Start from a real workflow other teams are already running.
Choose a trigger
Cliengo
When this happens...
New Customer/Contact
Updated Customer
Choose an action
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Add user to group in Heartbeat when New Customer/Contact in Cliengo
Use this flowCreate a Group in Heartbeat when New Customer/Contact in Cliengo
Use this flowRemove User from Group in Heartbeat when New Customer/Contact in Cliengo
Use this flowFind User in Heartbeat when New Customer/Contact in Cliengo
Use this flowCreate a Channel in Heartbeat when New Customer/Contact in Cliengo
Use this flowCreate a Thread in Heartbeat when New Customer/Contact in Cliengo
Use this flowCreate a Comment in Heartbeat when New Customer/Contact in Cliengo
Use this flowCreate a Event in Heartbeat when New Customer/Contact in Cliengo
Use this flowDeactivate User in Heartbeat when New Customer/Contact in Cliengo
Use this flowInvite Users to Heartbeat when New Customer/Contact in Cliengo
Use this flowSupported Triggers & Actions
Everything you can automate between Cliengo and Heartbeat.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
Do thisActions
Action is the task that follows automatically within your Cliengo integrations.
Create Customer
creates a new customer
Search Agent
Search a agent
Update Customer
Update an existing custome
Search Customer
Search a customer
List Account
List all account
List Account Payments
List all account payments
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cliengo and Heartbeat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cliengo and Heartbeat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Heartbeat. No coding required.
Yes. You can set up a workflow where Cliengo triggers actions in Heartbeat, and a separate workflow where Heartbeat triggers actions in Cliengo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cliengo and Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cliengo and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
