Connect Cliengo and Way We Do to Build Intelligent Automations

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Cliengo

When this happens...

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Way We Do

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

Updated Customer

Updated Customer

Triggers when a new customer is created or updated

New Comment

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Procedure Accepted

Triggers when a procedure has been accepted.

Do thisActions

Action is the task that follows automatically within your Cliengo integrations.

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Update Customer

Update Customer

Update an existing custome

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

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Frequently Asked Questions

How do I start an integration between Cliengo and Way We Do?

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

Can we customize how data from Cliengo is recorded in Way We Do?

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

How often does the data sync between Cliengo and Way We Do?

The data sync between Cliengo and Way We Do 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 Way We Do?

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 Way We Do?

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

About Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

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