Connect Cliengo and InVision to Build Intelligent Automations

Choose a Trigger

Cliengo

When this happens...

Choose an Action

InVision

Automatically do this!

Enable Integrations or automations with these events of Cliengo and InVision

Enable Integrations or automations with these events of Cliengo and InVision

Triggers

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

Updated Customer

Updated Customer

Triggers when a new customer is created or updated

Request a new Trigger for Cliengo

Actions

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Update Customer

Update Customer

Update an existing custome

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

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Frequently Asked Questions

How do I start an integration between Cliengo and InVision?

To start, connect both your Cliengo and InVision accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in InVision (or vice versa).

Can we customize how data from Cliengo is recorded in InVision?

Absolutely. You can customize how Cliengo data is recorded in InVision. This includes choosing which data fields go into which fields of InVision, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cliengo and InVision?

The data sync between Cliengo and InVision typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cliengo to InVision?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cliengo and InVision?

Yes, you can set conditional logic to control the flow of data between Cliengo and InVision. 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

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.

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InVision

About InVision

InVision is a leading digital product design platform that empowers teams to collaborate, prototype, and iterate on their design projects seamlessly. It offers a suite of tools for creating interactive and high-fidelity prototypes, facilitating design feedback, and managing design workflows efficiently.

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