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

Automatically do this!
Get Task
Create Task
Search Tasks
Create Message
Create List
List all Lists
List all Tasks
List all Field Templates
List all Users
List all Groups
Create Team
Update List
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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 task is created.
Triggers when a new task is updated.
Triggers when task is deleted.
Triggers when a new activity 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 Height accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Height (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Height. This includes choosing which data fields go into which fields of Height, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Height 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 Height. 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 MoreHeight is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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