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Copilot
Cliengo
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
Do thisActions
Create Client
Creates a new client.
Find a Company
Search for a company by ID or name. Optionally, create a company if none are found.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
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Frequently asked questions
- Is there a limit to the number of apps I can integrate through viaSocket?
- No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
- Can I automate complex multi-step workflows across thousands of apps with viaSocket?
- Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
- Can I monitor the performance of integrations and troubleshoot issues?
- Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
- How does viaSocket ensure the security of data exchanged between integrated apps?
- Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout 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 More