When this happens...
Web Agent Created

Automatically do this!
Create a Contact
Create a Customer
Search Customer by Email
Search Customer via External Id
Retrieve a Metric
Retrieve a Customer Profile
List Customer's Opportunities
Update an Opportunity
Update a Note or call log
Update a Customer
Update a Contact
Merge Customers
Create an Opportunity
Create a Note or Call Log
Add Tags to a Customer
Add Tags to a Customer via External Id
Add Tags to a Customer via Email
Add Custom Attributes to a Customer via UUID
Add Custom Attribute to a Customer via external id
Add Custom Attributes to Customers by Email
List Sources
List Customers
List Customers by Email
List Contacts
List Opportunities
List Plans
List Subscription Events
List Invoices
All Key Metrics
Get MRR
Get ARR
Get ARPA
Get ASP
Get Customer Count
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When this happensTriggers
A trigger is an event that starts a workflow.
Get web agent created within schedule time
Action is the task that follows automatically within your Bland.ai integrations.
Create and store a prompt for future use.
Create a new conversational pathway.
Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.
Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.
Update a conversational pathway's fields - including name, description, nodes and edges.
Delete your conversational pathway.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bland.ai and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Bland.ai triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Bland.ai data is recorded in ChartMogul. This includes choosing which data fields go into which fields of ChartMogul, setting up custom formats, and filtering out unwanted information.
The data sync between Bland.ai and ChartMogul typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bland.ai and ChartMogul. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
Learn MoreChartMogul 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.
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