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

Automatically do this!
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
Runs when new response is submitted
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 Opinion Stage accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Opinion Stage (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Opinion Stage. This includes choosing which data fields go into which fields of Opinion Stage, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Opinion Stage 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 Opinion Stage. 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 MoreOpinion Stage is a versatile platform for creating engaging quizzes, surveys, and polls to boost audience interaction and gather valuable insights.
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