Connect Cliengo and Microsoft Sharepoint to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer/Contact
New/Updated Customer
Choose an Action
Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
New/Updated Customer
Triggers when a new customer is created or updated
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
Do thisActions
Action is the task that follows automatically within your Cliengo integrations.
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 Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Microsoft Sharepoint 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 Microsoft Sharepoint. 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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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