Connect ChartMogul and Asana
Integrate ChartMogul with Asana to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when New Task Created in Selected Project in Asana
Create a Customer in Chartmogul when New Task Created in Selected Project in Asana
Search Customer by Email in Chartmogul when New Task Created in Selected Project in Asana
Search Customer via External Id in Chartmogul when New Task Created in Selected Project in Asana
Retrieve a Metric in Chartmogul when New Task Created in Selected Project in Asana
Popular ChartMogul + Asana flows
Start from a real workflow other teams are already running.
Choose a trigger
ChartMogul
When this happens...
- Request a new Trigger for ChartMogul
Choose an action
Asana
Automatically do this!
Get Workspace Details
Get All Workspaces
Get Project
Get Project Tasks
Create Project
Delete Project
Create Task or Subtask
Update Task
Get Users
Create Section
Get Project Sections
Get Task Stories
Update Project
Assign Task
Create Project From Template
Attach External File to Task
Create Task Comment
Create Task From Template
Find Sections in Project
Duplicate Task
Find Project
List All Projects
Get Task Details
Find Task Comments
Get All Tags
Get Task
Add Tags to Task
Get Attachment
List Attachments
Create Goal
Create a Contact in Chartmogul when New Task Created in Selected Project in Asana
Use this flowCreate a Customer in Chartmogul when New Task Created in Selected Project in Asana
Use this flowSearch Customer by Email in Chartmogul when New Task Created in Selected Project in Asana
Use this flowSearch Customer via External Id in Chartmogul when New Task Created in Selected Project in Asana
Use this flowRetrieve a Metric in Chartmogul when New Task Created in Selected Project in Asana
Use this flowRetrieve a Customer from ChartMogul when New Task Created in Selected Project in Asana
Use this flowList Customer's Opportunities from ChartMogul when New Task Created in Selected Project in Asana
Use this flowUpdate an Opportunity in Chartmogul when New Task Created in Selected Project in Asana
Use this flowUpdate a Note or call log in Chartmogul when New Task Created in Selected Project in Asana
Use this flowUpdate a Customer in Chartmogul when New Task Created in Selected Project in Asana
Use this flowSupported Triggers & Actions
Everything you can automate between ChartMogul and Asana.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created in Selected Project
Runs when a new task is created in the selected project.
New Story Added to Task or Goal
Runs when a new story is added to a selected task or goal.
New Task Completed
Runs when new task is completed in a chosen project.
New Tag Created
Runs when new tag is created in a selected workspace.
When a new comment is added to a task
Runs the workflow automatically whenever a new comment is added to a task, either on a specific task or on tasks within a selected project.
New Project Created
Runs when new project is created in a chosen workspace.
Do thisActions
Action is the task that follows automatically within your ChartMogul integrations.
Create a Contact
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Create a Customer
Creates a customer object in ChartMogul under the specified data_source.
Search Customer by Email
Searches for a customer by email
Search Customer via External Id
Searches for a customer profile via customer's external id
Retrieve a Metric
Retrieves the specified metrics for the specified time
Retrieve a Customer
Retrieves a customer object from your ChartMogul account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ChartMogul
ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.
Learn more
About Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChartMogul and Asana accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ChartMogul and Asana as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Asana. No coding required.
Yes. You can set up a workflow where ChartMogul triggers actions in Asana, and a separate workflow where Asana triggers actions in ChartMogul. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ChartMogul and Asana. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChartMogul and Asana integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
