IntegrationsCliengoisms.online
Cliengo + isms.online

Connect Cliengo and isms.online to Build Intelligent Automations

Choose a Trigger

Cliengo

When this happens...

Choose an Action

isms.online

Automatically do this!

Enable Integrations or automations with these events of Cliengo and isms.online

Enable Integrations or automations with these events of Cliengo and isms.online

Triggers

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

New/Updated Customer

New/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

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

List Account Plan

List Account Plan

List all account plan.

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Frequently Asked Questions

How do I start an integration between Cliengo and isms.online?

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

Can we customize how data from Cliengo is recorded in isms.online?

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

How often does the data sync between Cliengo and isms.online?

The data sync between Cliengo and isms.online 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 isms.online?

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 isms.online?

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

About isms.online

ISMS.online is a cloud-based compliance management platform that helps businesses manage information security, privacy, and regulatory compliance. It simplifies the process of maintaining standards like ISO 27001 and GDPR through tools for risk assessments, policy management, and auditing. The platform provides centralized control, real-time updates, and automated workflows to ensure ongoing compliance and streamline security processes.

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