
When this happens...
New Customer/Contact
Updated Customer
Automatically do this!
Show documentation branches
Create documentation category
Update category
Create custom page
Upload image
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
Retrieve branches updated in the last N minutes.
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 ReadMe accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in ReadMe (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in ReadMe. This includes choosing which data fields go into which fields of ReadMe, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and ReadMe 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 ReadMe. 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 MoreReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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