Connect Cliengo to Lob

Both apps 61Cliengo 21Lob 40

• 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.

• Action
  Autocomplete US Address

  Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.

• Action
  Bulk Verify International Addresses

  Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.

• Action
  Cancel Check

  Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.

• Action
  Cancel Letter

  Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.

• Action
  Cancel Postcard

  Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.

• Action
  Create Address

  Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.

• Action
  Create Bank Account

  Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.

• Action
  Create Template

  Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.

• Action
  Delete Address

  Deletes a saved address from Lob. Returns the deleted address's ID.

• Action
  Delete Bank Account

  Deletes a saved bank account from Lob. Returns the deleted bank account's ID.

• Action
  Delete Template

  Deletes an HTML template from Lob. Returns the deleted template's ID.

• Action
  Get Address

  Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.

• Action
  Get Bank Account

  Returns one saved bank account from Lob by its ID, including whether it has been verified.

• Action
  Get Check

  Returns one check from Lob by its ID, including its amount, status and delivery tracking events.

• Action
  Get Letter

  Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Postcard

  Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Template

  Returns one HTML template from Lob by its ID, including its published version and version history.

• Action
  List Addresses

  Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.

• Action
  List Bank Accounts

  Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.

• Action
  List Booklets

  Returns the booklets you have created in Lob, newest first, with cursors for paging through more.

• Action
  List Campaigns

  Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Checks

  Returns the checks you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Informed Delivery Campaigns

  Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Letters

  Returns the letters you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Postcards

  Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List QR Code Analytics

  Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.

• Action
  List Snap Packs

  Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Templates

  Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.

• Action
  List Uploads

  Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.

• Action
  Look Up ZIP Code

  Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.

• Action
  Reverse Geocode Lookup

  Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.

• Action
  Send Check

  Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.

• Action
  Send Letter

  Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.

• Action
  Send Postcard

  Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.

• Action
  Update Template

  Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.

• Action
  Validate Recipient Identity

  Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.

• Action
  Verify Bank Account

  Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.

• Action
  Verify International Address

  Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.

• Action
  Verify Single Line US Address

  Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.

• Action
  Verify US Address

  Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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