
When this happens...
New Student
New Professor
New Group
New Course
New Admin

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.
Trigger when a new student is created.
Triggers when you want to get all professors from the API.
Triggers when a new group is created.
Triggers when a user needs to get all courses from the API.
Triggers when you want to get all Admins in your school from the API.
Triggers when a new contact/customer is created
Action is the task that follows automatically within your Edusign integrations.
Create a new classroom.
Create a new course.
Creates a Group
Creates a Professor
Creates a Student
Updates a Student.

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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 Edusign and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in Edusign triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how Edusign 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 Edusign 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 Edusign 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.
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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.
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