Connect Cliengo and PieMatrix Pie to Build Intelligent Automations

Choose a Trigger

Cliengo

When this happens...

Choose an Action

PieMatrix Pie

Automatically do this!

Enable Integrations or automations with these events of Cliengo and PieMatrix Pie

Enable Integrations or automations with these events of Cliengo and PieMatrix Pie

Triggers

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

Updated Customer

Updated Customer

Triggers when a new customer is created or updated

Request a new Trigger for Cliengo

Actions

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Update Customer

Update Customer

Update an existing custome

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

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Frequently Asked Questions

How do I start an integration between Cliengo and PieMatrix Pie?

To start, connect both your Cliengo and PieMatrix Pie accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in PieMatrix Pie (or vice versa).

Can we customize how data from Cliengo is recorded in PieMatrix Pie?

Absolutely. You can customize how Cliengo data is recorded in PieMatrix Pie. This includes choosing which data fields go into which fields of PieMatrix Pie, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cliengo and PieMatrix Pie?

The data sync between Cliengo and PieMatrix Pie typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cliengo to PieMatrix Pie?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cliengo and PieMatrix Pie?

Yes, you can set conditional logic to control the flow of data between Cliengo and PieMatrix Pie. 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

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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PieMatrix Pie

About PieMatrix Pie

Pie is a visual process and project management web application that combines agile with waterfall and made for repeatable project processes. Pie is designed for improving end-project results with team collaboration.

Learn More