Connect Cliengo and InvGate Service Management
Integrate Cliengo with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Customer/Contact in Cliengo
Get Categories from InvGate Service Management when New Customer/Contact in Cliengo
Get Users from InvGate Service Management when New Customer/Contact in Cliengo
Get Incident Details from InvGate Service Management when New Customer/Contact in Cliengo
Create User in InvGate Service Management when New Customer/Contact in Cliengo
Popular Cliengo + InvGate Service Management 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
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when New Customer/Contact in Cliengo
Use this flowGet Categories from InvGate Service Management when New Customer/Contact in Cliengo
Use this flowGet Users from InvGate Service Management when New Customer/Contact in Cliengo
Use this flowGet Incident Details from InvGate Service Management when New Customer/Contact in Cliengo
Use this flowCreate User in InvGate Service Management when New Customer/Contact in Cliengo
Use this flowCreate Incident in InvGate Service Management when Updated Customer in Cliengo
Use this flowGet Categories from InvGate Service Management when Updated Customer in Cliengo
Use this flowGet Users from InvGate Service Management when Updated Customer in Cliengo
Use this flowGet Incident Details from InvGate Service Management when Updated Customer in Cliengo
Use this flowCreate User in InvGate Service Management when Updated Customer in Cliengo
Use this flowSupported Triggers & Actions
Everything you can automate between Cliengo and InvGate Service Management.
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
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cliengo and InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management. No coding required.
Yes. You can set up a workflow where Cliengo triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management 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 InvGate Service Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cliengo and InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
