IntegrationsCliengotaktikal
Cliengo + taktikal

Connect Cliengo and taktikal to Build Intelligent Automations

Choose a Trigger

Cliengo

When this happens...

Choose an Action

taktikal

Automatically do this!

Enable Integrations or automations with these events of Cliengo and taktikal

Enable Integrations or automations with these events of Cliengo and taktikal

Triggers

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

New/Updated Customer

New/Updated Customer

Triggers when a new customer is created or updated

Request a new Trigger for Cliengo

Actions

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

List Account Plan

List Account Plan

List all account plan.

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Frequently Asked Questions

How do I start an integration between Cliengo and taktikal?

To start, connect both your Cliengo and taktikal accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in taktikal (or vice versa).

Can we customize how data from Cliengo is recorded in taktikal?

Absolutely. You can customize how Cliengo data is recorded in taktikal. This includes choosing which data fields go into which fields of taktikal, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cliengo and taktikal?

The data sync between Cliengo and taktikal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cliengo to taktikal?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cliengo and taktikal?

Yes, you can set conditional logic to control the flow of data between Cliengo and taktikal. 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

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.

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taktikal

About taktikal

Monitor activity on your Taktikal signing processes. Collect all data for various events.

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