Connect Cliengo and Refersion

Both apps 35Cliengo 21Refersion 14

• 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 Affiliate

  Triggers when a new affiliate signs up or is added.

• Trigger
  New Conversion

  Triggers when a new conversion is recorded.

• Action
  Delete Affiliate

  Deletes an affiliate.

• Action
  Delete Offer

  Deletes an offer.

• Action
  Find an Affiliate

  Finds an affiliate by email address, name or affiliate code.

• Action
  Generate Affiliate Tracking Link

  Returns a tracking link for an affiliate, optionally to a specific URL.

• Action
  Get Affiliate

  Returns the affiliate with a given affiliate code.

• Action
  Get Conversion

  Returns one conversion's details.

• Action
  List Affiliates

  Returns affiliates, optionally filtered by status, search text or offer.

• Action
  List Clicks

  Returns affiliate link clicks in a date range.

• Action
  List Conversions

  Returns conversions, optionally filtered by status, affiliate, order or date.

• Action
  List Offers

  Returns the account's offers.

• Action
  Search Orders

  Searches orders that can be credited to an affiliate.

• Action
  Update Conversion Status

  Changes a conversion's status, e.g. approve or deny it.

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