Connect Agent AI and ChartMogul to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agent AI
Choose an Action
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
Enable Integrations or automations with these events of Agent AI and ChartMogul
Enable Integrations or automations with these events of Agent AI and ChartMogul
Actions
Web Page Content
Extract text content from a specified web page or domain.
Web Page Screenshot
Capture a visual screenshot of a specified web page for documentation or analysis.
YouTube Video Transcript
Fetches the transcript of a YouTube video using the video URL.
YouTube Channel Data
Retrieve detailed information about a YouTube channel, including its videos and statistics.
Get Company Earnings Info
Retrieve company earnings information for a given stock symbol over time.
Get Company Financial Profile
Retrieve detailed financial and company profile information for a given stock symbol, such as market cap and the last known stock price for any company.
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Frequently Asked Questions
To start, connect both your Agent AI and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Agent AI triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Agent 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 Agent 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 Agent 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.
About Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
Learn MoreAbout 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.
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