Cliengo Upnify

Cliengo + Upnify Integrations, Built by an AI Agent

Put Cliengo + Upnify to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Cliengo and Upnify below — describe the exact one you want above and the Agent builds it on demand.

Cliengo + Upnify When a new customer registers in Cliengo, sync their details into Upnify. See details
Convert chatbot lead captures into new CRM contacts When a visitor provides contact details during a chat in Cliengo, automatically create or update their contact profile and log the activity in Upnify. See details
Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Cliengo, automatically create a new sales deal in Upnify so account executives can take over seamless follow-up. See details
Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in Upnify, automatically instruct Cliengo to send a targeted follow-up or answer prospective buyer questions. See details

Browse the full workflow library →

Looking to achieve something else with Cliengo and Upnify?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Cliengo and Upnify

Everything Cliengo and Upnify can do inside a workflow — the triggers that start one and the actions that run when it fires.

Cliengo Explore Cliengo →

An automated chatbot and lead generation tool that captures website visitors' contact information and manages leads.

Triggers
Nuevo Cliente - New Customer

Se activa cuando un cliente es creado - Triggers when a new customer is created.

Cliente Nuevo/Actualizado - New/Updated Customer

Se activa cuando un cliente es creado y actualizado - Triggers when a new customer is created y updated.

Actions
Crear Cliente / Create Customer

Crear un nuevo contacto / Creates a new customer.

Actualizar Cliente / Update Customer

Actualizar un contacto existente / Update an existing customer

Upnify Explore Upnify →

A customer relationship management platform designed to organize sales opportunities, track customer interactions, and automate follow-ups.

Triggers
New Client

Triggers when a new client is created on your Upnify account.

New Oportunity

Triggers when a new opportunity is created.

New Sale

Triggers when a new sale is created on your Upnify account.

New Prospect

Triggers when a new prospect is created on your Upnify account.

Actions
Create a New Client

Create a new Client.

Create a New Prospect

Create a new Prospect

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Cliengo + Upnify

Is there a pre-built Cliengo + Upnify automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Cliengo and Upnify's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Cliengo or Upnify connector?

No. The Agent works whether or not Cliengo or Upnify already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting a chatbot to my CRM benefit my sales team?

Leads gathered by Cliengo are immediately passed to Upnify as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in Cliengo, details and interaction logs can automatically update contact profiles or deal stages in Upnify.

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