Connect Harvestr and Cliengo to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Company
Company Updated
New Discoveries
New Messages
Choose an Action
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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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user created.
New Company
Tiggers when a new company Cretaed.
Company Updated
Triggers when a new Company Update.
New Discoveries
Tiggers when a new discoveries created.
New Messages
Tiggera when a new message Cretaed.
New Customer/Contact
Triggers when a new contact/customer is created
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Creates a new message in your inbox.
Create Company
Create a new Company.
List Users
List all users.
List Companies
List all companies
List Components
List all components
List Discoveries
List all discoveries
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Frequently Asked Questions
To start, connect both your Harvestr and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how Harvestr 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 Harvestr 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 Harvestr 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.
About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn MoreAbout 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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