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

Automatically do this!
Create Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
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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
Trigger when a user document delete.
Trigger when user document create.
Trigger when user document open.
Trigger when a user document update.
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 SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and SignNow 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 SignNow. 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 MoreSignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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