Connect Email and Cliengo to Build Intelligent Automations

Choose a Trigger

Email

When this happens...

Choose an Action

Cliengo

Automatically do this!

Ready to use Email and Cliengo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

Updated Customer

Updated Customer

Triggers when a new customer is created or updated

Request a new Trigger for Email

Do thisActions

Action is the task that follows automatically within your Email integrations.

Send approval email

Send approval email

Ask someone to review or approve a step and capture their response via action buttons

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Update Customer

Update Customer

Update an existing custome

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

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Frequently Asked Questions

How do I start an integration between Email and Cliengo?

To start, connect both your Email and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Cliengo (or vice versa).

Can we customize how data from Email is recorded in Cliengo?

Absolutely. You can customize how Email 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.

How often does the data sync between Email and Cliengo?

The data sync between Email and Cliengo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Email to Cliengo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Email and Cliengo?

Yes, you can set conditional logic to control the flow of data between Email 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.

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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Cliengo

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.

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