Omnify Cliengo

Create CRM contacts from new bookings

When a customer makes a new booking in Omnify, automatically create or update their contact record in Cliengo.

Try:

See all Omnify + Cliengo integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Omnify Explore Omnify →

Triggers
New booking made

Fires when a new booking or appointment is made in Omnify.

Booking rescheduled or canceled

Fires when a booking in Omnify is changed or canceled.

New customer

Fires when a new customer books for the first time in Omnify.

Actions
Create a booking

Creates a new booking or appointment in Omnify.

Cancel or reschedule a booking

Cancels or moves a booking in Omnify.

Create or update a customer

Creates or updates a customer record in Omnify.

Add the booking to a calendar

Adds a booking from Omnify to a connected calendar.

Cliengo Explore Cliengo →

Triggers
New lead created

Fires when a new lead or contact is created in Cliengo.

Deal stage changed

Fires when a deal moves to a new stage in Cliengo.

Deal won

Fires when a deal is marked won in Cliengo.

Contact updated

Fires when a field on a contact changes in Cliengo.

Actions
Create or update contact

Creates or updates a contact in Cliengo.

Create deal

Creates a new deal in Cliengo.

Update deal stage

Moves a deal to a new stage in Cliengo.

Log activity

Logs a call, email, or note against a record in Cliengo.

Schedule sales calls for newly qualified leads When a deal stage changes in Cliengo, automatically create a booking in Omnify to block off time for a demonstration. See details
Log booking cancellations directly in CRM When a booking is rescheduled or canceled in Omnify, automatically update the deal stage or log an activity in Cliengo. See details

See all Omnify + Cliengo integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create CRM contacts from new bookings” between Omnify and Cliengo?

Yes — describe it in the box above and Knit's Integrations Agent researches Omnify and Cliengo's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

How do Cliengo and Omnify keep contact information synchronized?

When a new appointment is booked in Omnify, customer details automatically sync to create or update lead records inside Cliengo.

Can booking changes automatically update my pipeline in Cliengo?

Yes, when meetings are booked or updated in Omnify, relevant deal stages or activity logs in Cliengo update instantly.

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