
When this happens...
New Task Cards

Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieves task cards created in the selected board column within the specified time window.
Triggers when a new contact/customer is created
Triggers when a new customer is created or updated
Action is the task that follows automatically within your DragApp integrations.
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add a comment to the card (found by title) in the selected board and column.
creates a new customer
Search a agent
Update an existing custome
Search a customer

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DragApp and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how DragApp data is recorded in Cliengo. This includes choosing which data fields go into which fields of Cliengo, setting up custom formats, and filtering out unwanted information.
The data sync between DragApp and Cliengo 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 DragApp and Cliengo. 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.
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
Learn MoreCliengo 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