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

Automatically do this!
Create Objective
Update Objective
Get All Items
Create New Item
List Objectives
Update Item
List Report
List Teams
List Users
List Types
List Tags
List Company
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
Triggers when a new objective is created in Weekdone.
Trigger when new item is created.
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 Weekdone accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Weekdone (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Weekdone. This includes choosing which data fields go into which fields of Weekdone, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Weekdone 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 Weekdone. 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 MoreWeekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn More