
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket

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 an existing Ingest document is updated.
Trigger when new Ingest document is created.
Trigger when new Group is created.
Trigger when an existing bucket is updated.
Trigger when new bucket is created.
Triggers when a new contact/customer is created
Action is the task that follows automatically within your EyeLevel AI integrations.
Creates a Bucket.
Update an existing bucket.
Delete an existing bucket.
Creates a Group.
Update an existing group.
Delete an existing group.

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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 EyeLevel AI and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in EyeLevel AI triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI 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.
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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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