Automate Cliengo and connect your chatbot to your whole business
Use viaSocket to send Cliengo leads to your other tools, trigger instant follow-ups, and keep your customer data in sync—without manual work or technical setup.
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Triggers and Actions in Cliengo Automations
viaSocket makes it simple to connect Cliengo and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
Do thisActions
Action is the task that follows automatically within your Cliengo integrations.
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
How to get started with Cliengo automations
Automate when something happens in Cliengo
Login -> Create new flow -> Select trigger -> Search Cliengo -> Choose the trigger from the list
Take action in Cliengo when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Cliengo -> Choose the action from the list
Trigger
Action
Real-world use cases of Cliengo integrations
See how Cliengo integrates with popular apps to automate tasks and streamline your workflow.
- Integrate cliengo with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and cliengo databases.
- Integrate cliengo with MySQL to automatically sync records, facilitating seamless data exchange between cliengo and your SQL databases.
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Frequently Asked Questions
You can automatically send Cliengo leads to your CRM or spreadsheets, trigger follow-up emails and tasks, sync conversations with support tools, build reports from chat data, and use AI to qualify and route leads based on what visitors say.
No. viaSocket lets you connect Cliengo to other apps using a visual, step-by-step workflow builder. You choose triggers and actions, map fields, and turn the workflow on—no code or technical knowledge required.
viaSocket can read Cliengo chat messages, summarize them, detect intent, and score lead quality using AI. You can then use those AI outputs to decide what happens next—such as who gets the lead, which pipeline it goes to, or which follow-up message to send.
Yes. A single Cliengo event, like a new lead or chat, can update your main CRM, add a row in a spreadsheet, notify a sales channel, and log data in a reporting tool simultaneously, so every team sees the same information in real time.
Teams typically reduce manual data entry, respond to new leads faster, prevent lost opportunities, and gain clearer reporting on chat and lead performance. This leads to better customer experiences and higher conversion from visitors to paying customers.
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 viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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