Connect Cliengo and PipelineDeals

Both apps 50Cliengo 22PipelineDeals 28

• 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 contact note

  Adds a text note to a Cliengo contact.

• 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
  Updated person lead status

  Triggered when a person is updated to the specified lead status. Polls people sorted by most-recently-updated and surfaces each person's lead status.

• Action
  Add or update person

  Adds a new person if the email does not exist, otherwise updates the existing person.

• Action
  Add project

  Creates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.

• Action
  Add tags to person

  Adds one or more tags to a person (matched by email). Separate multiple tags with commas.

• Action
  Create company

  Creates a new company in PipelineDeals.

• Action
  Create deal

  Creates a new deal in PipelineDeals.

• Action
  Create person

  Creates a new person (contact) in PipelineDeals.

• Action
  Create person activity

  Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.

• Action
  Create person activity (custom)

  Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.

• Action
  Create person document

  Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.

• Action
  Delete company

  Deletes a company.

• Action
  Delete deal

  Deletes a deal.

• Action
  Delete note

  Deletes a note.

• Action
  Delete person

  Deletes a person by ID.

• Action
  Find calendar entries

  Returns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.

• Action
  Find companies

  Finds companies whose name matches the search text.

• Action
  Find deals

  Finds deals whose name matches the search text.

• Action
  Find people

  Finds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.

• Action
  Find projects

  Finds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.

• Action
  Get company

  Returns a company by ID.

• Action
  Get deal

  Retrieves a single deal by ID.

• Action
  Get note

  Returns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.

• Action
  Get person

  Retrieves a single person by ID.

• Action
  Get project

  Returns a project by its ID, including its associated deals, people, companies, milestones and custom field values.

• Action
  Update company

  Updates a company's name, phone or website.

• Action
  Update note

  Changes the text of a note.

• Action
  Update person

  Updates an existing person by ID in PipelineDeals.

• Action
  Update project

  Updates an existing project in Pipeline CRM, changing only the details you fill in.

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