Connect Cliengo and instant roofer to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer/Contact
New/Updated Customer
Choose an Action
Automatically do this!
- Request a new Action for instant roofer
Enable Integrations or automations with these events of Cliengo and instant roofer
Enable Integrations or automations with these events of Cliengo and instant roofer
Triggers
New Customer/Contact
Triggers when a new contact/customer is created
New/Updated Customer
Triggers when a new customer is created or updated
Actions
Create Customer
creates a new customer
Search Agent
Search a agent
Search Customer
Search a customer
List Account
List all account
List Account Payments
List all account payments
List Account Plan
List all account plan.
Know More About Cliengo and Instant Roofer Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Cliengo and instant roofer accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in instant roofer (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in instant roofer. This includes choosing which data fields go into which fields of instant roofer, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and instant roofer 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 instant roofer. 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.
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 MoreAbout instant roofer
Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.