Connect Cliengo and Workzappy
Integrate Cliengo with Workzappy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
New Task in Workzappy when New Customer/Contact in Cliengo
New Project in Workzappy when New Customer/Contact in Cliengo
New Phase in Workzappy when New Customer/Contact in Cliengo
New Tag in Workzappy when New Customer/Contact in Cliengo
Remove Task hold in Workzappy when New Customer/Contact in Cliengo
Popular Cliengo + Workzappy flows
Start from a real workflow other teams are already running.
Choose a trigger
Cliengo
When this happens...
New Customer/Contact
Updated Customer
Choose an action
Workzappy
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
New Task in Workzappy when New Customer/Contact in Cliengo
Use this flowNew Project in Workzappy when New Customer/Contact in Cliengo
Use this flowNew Phase in Workzappy when New Customer/Contact in Cliengo
Use this flowNew Tag in Workzappy when New Customer/Contact in Cliengo
Use this flowRemove Task hold in Workzappy when New Customer/Contact in Cliengo
Use this flowEnable Organization User in Workzappy when New Customer/Contact in Cliengo
Use this flowDisable Organization User in Workzappy when New Customer/Contact in Cliengo
Use this flowChange Project Members Role in Workzappy when New Customer/Contact in Cliengo
Use this flowAdd Project Member in Workzappy when New Customer/Contact in Cliengo
Use this flowNew Task in Workzappy when Updated Customer in Cliengo
Use this flowSupported Triggers & Actions
Everything you can automate between Cliengo and Workzappy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
Do thisActions
Action is the task that follows automatically within your Cliengo integrations.
Create Customer
creates a new customer
Search Agent
Search a agent
Update Customer
Update an existing custome
Search Customer
Search a customer
List Account
List all account
List Account Payments
List all account payments
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Workzappy
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cliengo and Workzappy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cliengo and Workzappy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Workzappy. No coding required.
Yes. You can set up a workflow where Cliengo triggers actions in Workzappy, and a separate workflow where Workzappy triggers actions in Cliengo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cliengo and Workzappy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cliengo and Workzappy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
