Connect Cliengo and memomeister to Build Intelligent Automations
Enable Integrations or automations with these events of Cliengo and memomeister
Enable Integrations or automations with these events of Cliengo and memomeister
Triggers
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
Actions
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
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Frequently Asked Questions
To start, connect both your Cliengo and memomeister accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in memomeister (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in memomeister. This includes choosing which data fields go into which fields of memomeister, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and memomeister 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 memomeister. 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.
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About memomeister
MemoMeister is an easy-to-use application that helps you document projects by facts from anywhere. Documents like images, videos, plans or forms are stored as memos (including description, metadata and comments) securely and structured in one place: the digital project file.
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