
When this happens...
New Customer/Contact
New/Updated Customer
Automatically do this!
Add Customer
Update Project
Add Time Entry
Add Service
Add Task
Update Task
Add Project
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
Action is the task that follows automatically within your Cliengo integrations.
creates a new customer
Search a agent
Search a customer
List all account
List all account payments
List all account plan.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cliengo and Trackingtime accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Trackingtime (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Trackingtime. This includes choosing which data fields go into which fields of Trackingtime, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Trackingtime 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 Trackingtime. 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 MoreTrackingtime is a comprehensive time tracking and productivity tool designed to help businesses and individuals manage their time efficiently. It offers features such as task management, project tracking, and detailed reporting to ensure optimal productivity and time management.
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