
When this happens...
New Task Created
Project Created
Work Report Updated
Comment Updated
Task Updated
Task Is Completed
New Comment Added

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new task is created in a project.
Triggered when a project is created.
Runs when work report is updated
Runs when comment is updated.
Runs when a task is updated.
Runs when task is completed
Action is the task that follows automatically within your Freelo integrations.
Create a new project in Freelo.
Get all Invited Projects in Freelo.
Archives a project in Freelo.
Activates an existing project in Freelo.
Delete an existing project in Freelo.
Get Archived Projects in Freelo.

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To start, connect both your Freelo and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in Freelo triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how Freelo 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 Freelo 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 Freelo 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.
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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