Enable Integrations or automations with these events of Cliengo and Moneydance
Triggers when a new contact/customer is created
Triggers when a new customer is created or updated
creates a new customer
Search a agent
Search a customer
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 MoreMoneydance is a personal finance software that offers a comprehensive suite of features for managing your finances, including budgeting, tracking investments, and handling online banking. It provides users with tools to efficiently manage their financial data and make informed financial decisions.
Learn More