Connect Cliengo and FreshLearn

Both apps 45Cliengo 21FreshLearn 24

• Trigger
  Cliente Nuevo/Actualizado - New/Updated Customer

  Triggers when a Cliengo contact (customer) is created or updated.

• Trigger
  Nuevo Cliente - New Customer

  Triggers when a new contact (customer) is created in Cliengo.

• Action
  Actualizar Cliente / Update Customer

  Updates an existing Cliengo contact's name, email, phone, status or assigned agent.

• Action
  Add conversation

  Creates a new conversation in the Cliengo inbox on a given channel for a visitor.

• Action
  Assign conversation to operator

  Assigns a conversation to an operator and returns the updated conversation.

• Action
  Buscar Agente / Search Agent

  Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.

• Action
  Buscar Contacto / Search Customer

  Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.

• Action
  Close conversation

  Closes a Cliengo inbox conversation, recording whether it resulted in a lead.

• Action
  Crear Cliente / Create Customer

  Creates a new contact (customer) in Cliengo on the chosen channel.

• Action
  Delete contact

  Deletes a contact from your Cliengo account.

• Action
  Get contact

  Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.

• Action
  Get conversation

  Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.

• Action
  List channels

  Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.

• Action
  List conversation messages

  Returns the messages of a Cliengo conversation in chronological order, optionally including system command events.

• Action
  List phases

  Returns every phase (pipeline stage) of the conversation inbox, with its name and position.

• Action
  List tags

  Returns every operator tag defined in the Cliengo account, with its name and color.

• Action
  List users

  Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.

• Action
  List WhatsApp templates

  Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.

• Action
  Send message

  Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor.

• Action
  Send WhatsApp template message

  Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.

• Action
  Update conversation phase

  Moves a conversation to the chosen phase of your pipeline.

• Trigger
  New Assessment Result

  Triggers when a member submits an assessment, with their score and answers.

• Trigger
  New Course Completion

  Triggers when a member completes a course.

• Trigger
  New Course Enrollment

  Triggers when a member is enrolled in a course.

• Trigger
  New Masterclass Enrollment

  Triggers when a member is enrolled in a masterclass.

• Trigger
  New Member Data

  Triggers when a new member joins your FreshLearn school.

• Trigger
  New Member Digital Download Enrollments

  Triggers when a member is enrolled in a digital download.

• Trigger
  New Member Product Bundle Enrollments

  Triggers when a member is enrolled in a product bundle.

• Trigger
  New Payment

  Triggers when a new payment is recorded in your school.

• Action
  Complete Chapters

  Marks chapters of a course completed for the listed members, or for every enrolled member when none are listed.

• Action
  Create Course Enrollment

  Enrolls an existing member in a course.

• Action
  Create Member

  Creates a new member in your FreshLearn school.

• Action
  Delete Member

  Deletes a member, matched by email, and removes their tags.

• Action
  Enroll Member in Course Product

  Enrolls a member in a course, creating the member first if they don't exist.

• Action
  Enroll Member in Digital Download Product

  Enrolls a member in a digital download, creating the member first if they don't exist.

• Action
  Enroll Member in Master Class Product

  Enrolls a member in a masterclass, creating the member first if they don't exist.

• Action
  Enroll Member in Product Bundle Product

  Enrolls a member in a product bundle, creating the member first if they don't exist.

• Action
  Find Members

  Returns members matching an exact email or a name/email search, newest first.

• Action
  Get Course Completed Members

  Returns members who have completed a course, most recent first.

• Action
  Get Course Structure

  Returns a course's enabled modules and published chapters.

• Action
  Get Member

  Returns one member by their ID.

• Action
  Get Payment

  Returns one payment by its ID.

• Action
  Unenroll Member From Course Product

  Removes a member's enrollment from a course; nothing changes if they aren't enrolled.

• Action
  Unenroll Member From Product Bundle

  Removes a member's enrollment from a product bundle; nothing changes if they aren't enrolled.

• Action
  Update Member

  Updates a member's name, phone or city, matched by their email (the email itself can't change).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.