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

Automatically do this!
Send Template Message
Send Session Message
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
Runs when new inbound message arrives.
Runs when Message Delivery Status Changes
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 SandeshChat accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in SandeshChat (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in SandeshChat. This includes choosing which data fields go into which fields of SandeshChat, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and SandeshChat 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 SandeshChat. 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 MoreSandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
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