Cliengo

The Cliengo modules allow you to monitor, create, update, send, retrieve, and list the fulfillment, and orders in your Cliengo account.

Getting Started with Cliengo

Prerequisites

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Cleingo account toMake you need to obtain the API Key from your Cleingo account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Cliengo account.

2. Click Chatbots > Integrations > API > Generate API Key.

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3. Copy the API Key to your clipboard.

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4. Go to Make and open the Cliengo module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

Watch New Contacts

Triggers when a new contact has been added.

Connection

Establish a connection to your Cliengo account.

Limit

Set the maximum number of new contacts Make should return during one execution cycle.

Watch Updated Contacts

Triggers when a contact has been updated or created.

Connection

Establish a connection to your Cliengo account.

Limit

Set the maximum number of updated contacts Make should return during one execution cycle.

List Contacts

Returns a list of contacts.

Connection

Establish a connection to your Cliengo account.

Query

Enter (map) a phrase or name to list the contact that matches the specified query.

Assigned To

Select or map the User ID to list the contact that was assigned to the user.

Website ID

Select or map the Website ID whose contacts you want to list.

Status

Select or map the status of the contact you want to list:

  • New

  • Active

  • Long Term

  • Client

Since

Enter (map) the date to list the contacts created on or after the specified date.

Until

Enter (map) the date to list the contacts created on or before the specified date.

Last Updated Date

Enter (map) the date to list the contacts that were last updated on the specified date.

Limit

Set the maximum number of updated contacts Make should return during one execution cycle.

Get a Contact

Returns a specified contact.

Connection

Establish a connection to your Cliengo account.

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Create a contact

Creates a new contact.

Connection

Establish a connection to your Cliengo account.

Website ID

Select or map the Contact ID whose details you want to retrieve

Name

Enter (map) the contact name.

Email

Enter (map) the contact's email address. For example, john@somedomain.com

Phone

Enter (map) the contact's phone number. For example, +54 11 9999-9999

Last Name

Enter (map) the contact's last name.

Street Address

Enter (map) the contact's street name.

Street Number

Enter (map) the contact's street number.

Floor

Enter (map) the contact's residence building floor number.

Apartment Number

Enter (map) the contact's residence apartment number.

ZIP Code

Enter (map) the contact's area zip code.

City

Enter (map) the contact's city name.

State

Enter (map) the contact's state name.

Country

Enter (map) the contact's country name.

Nationality

Enter (map) the contact's nationality. For example, Argentinian.

Organization Name

Enter (map) the organization name with which the contact is associated.

International Phone Number

Enter (map) the contact's phone number in the international format.

Gender

Select or map the contact's gender.

Age

Enter (map) the contact's age.

National Identity Number

Enter (map) the national identity number.

IP

Enter (map) the contact's IP address.

Conversion URL

Enter (map) the URL address related to the contact.

Landing URL

Enter (map) the landing URL address related to the contact.

Message

Enter (map) the default contact's message. For example, Hi, I am John.

External Status

Enter (map) the contact's external status.

Assigned To

Select or map the User ID to whom the contact is assigned.

Status

Select or map the contact status:

  • New

  • Active

  • Long Term

  • Client

Custom Fields

Add the contact's custom fields and their values.

Referral URL

Enter (map) the contact's referral URL address.

Referrer

Enter (map) the name of the member who has referred the contact.

UTM Source

Enter the UTM source URL parameter.

UTM Medium

Enter the UTM medium URL parameter.

UTM Campaign

Enter the UTM campaign URL parameter.

GCLID

Enter (map) the GCLID details.

UTM Content

Enter the UTM content URL parameter.

UTM Term

Enter the UTM term URL parameter.

UTM AdGroup

Enter the UTM AdGroup details.

Update a Contact

Updates a specified contact.

Connection

Establish a connection to your Cliengo account.

Contact ID

Select or map the Contact ID whose details you want to update.

Name

Enter (map) a new name for the contact.

Email

Enter (map) the email address of the contact.

Phone

Enter (map) the contact's phone number.

Status

Enter (map) the contact's status:

  • New

  • Active

  • Long Term

  • Client

Substatus

Enter (map) any sub status of the user.

Rating

Enter (map) the rating for the contact.

Assigned To

Select or map the User ID to whom the contact is assigned.

Due Date

Enter (map) the contact's due date.

Note

Enter (map) any additional information about the contact which you want to share

Schedule Status To

Select or map the status to which you want to schedule the contact's status.

Schedule Date

Enter (map) the date to which you want to schedule the contact.

Sell Price

Enter (map) the price paid by the contact for the subscription.

Sell Subscription

Select or map the subscription applicable to the contact.

Cancel Reason

Enter (map) the reason provided by the contact for canceling the subscription. For example, Distribution.

Extra Parameters

Add any additional parameter keys and their values.

Delete a Contact

Deletes a specified contact.

Connection

Establish a connection to your Cliengo account.

Contact ID

Select or map the Contact ID you want to delete.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Cliengo account.

URL

Enter a path relative to https://api.cliengo.com For example: /0.1/contacts

Note

For the list of available endpoints, refer to the Cliengo API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Contacts

The following API call returns all the contacts from your Cliengo account:

URL: /1.0/contacts

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > results. In our example, 1 contact was returned:

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