Create integrations between Cliengo and Way We Do
Create Customer in Cliengo when New Comment in Way We Do
Search Agent in Cliengo when New Comment in Way We Do
Search Customer in Cliengo when New Comment in Way We Do
Create Customer in Cliengo when Checklist Started in Way-we-do
Search Agent in Cliengo when Checklist Started in Way-we-do
Search Customer in Cliengo when Checklist Started in Way-we-do
Create Customer in Cliengo when Checklist Step Completed in Way We Do
Search Agent in Cliengo when Checklist Step Completed in Way We Do
Search Customer in Cliengo when Checklist Step Completed in Way We Do
Create Customer in Cliengo when Procedure Accepted in Way We Do
Actions and Triggers
When this happensTriggers
New Customer/Contact
Triggers when a new contact/customer is created
New/Updated Customer
Triggers when a new customer is created or updated
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Do thisActions
Create Customer
creates a new customer
Search Agent
Search a agent
Search Customer
Search a customer
Frequently Asked Questions
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 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.
Learn More
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