
When this happens...
New Customer/Contact
Updated Customer

Automatically do this!
Create Task
Update Task
Find Tasks By Id or Name
Create Comment
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact/customer is created
Triggers when a new customer is created or updated
Trigger when new Task is Created.
Trigger when new task is created or Updated.
Trigger when new Comment is Created.
Trigger when new Propject is Created.
Action is the task that follows automatically within your Cliengo integrations.
creates a new customer
Search a agent
Update an existing custome
Search a customer
List all account
List all account payments

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To start, connect both your Cliengo and Nozbe accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Nozbe (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Nozbe . This includes choosing which data fields go into which fields of Nozbe , setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Nozbe 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 Nozbe . 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 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 MoreNozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
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