Connect Cliengo and PocketGuard to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer/Contact
New/Updated Customer
Choose an Action
Automatically do this!
- Request a new Action for PocketGuard
Enable Integrations or automations with these events of Cliengo and PocketGuard
Enable Integrations or automations with these events of Cliengo and PocketGuard
Triggers
New Customer/Contact
Triggers when a new contact/customer is created
New/Updated Customer
Triggers when a new customer is created or updated
Actions
Create Customer
creates a new customer
Search Agent
Search a agent
Search Customer
Search a customer
List Account
List all account
List Account Payments
List all account payments
List Account Plan
List all account plan.
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Frequently Asked Questions
To start, connect both your Cliengo and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and PocketGuard 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 PocketGuard. 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.
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.
Learn MoreAbout PocketGuard
PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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