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

Automatically do this!
Enable Integrations or automations with these events of Cliengo and Placid
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
List all account
List all account payments
List all account plan.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cliengo and Placid accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Placid (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Placid. This includes choosing which data fields go into which fields of Placid, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Placid 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 Placid. 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 MorePlacid.app is a creative automation platform that lets users auto-generate on-brand visuals—such as social media graphics, ads, and personalized content—at scale using customizable templates. With a drag-and-drop editor, teams or individuals can design dynamic templates, fill in text, images, and other elements through forms, APIs, or no-code integrations. .
Learn More