AlgoDocs Integration

ChartMogul

Integrations AlgoDocs Integration ChartMogul

Create integrations between AlgoDocs Integration and ChartMogul

when

Extracted Data Available

Create a Contact

Create a Contact in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Create a Customer

Create a Customer in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Search Customer by Email

Search Customer by Email in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Search Customer via External Id

Search Customer via External Id in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Retrieve a Metric

Retrieve a Metric in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Retrieve a Customer Profile

Retrieve a Customer Profile in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

List Customer's Opportunities

List Customer's Opportunities from ChartMogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Update an Opportunity

Update an Opportunity in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Update a Note or call log

Update a Note or call log in Chartmogul when Extracted Data Available in Algodocs-integration

when

Extracted Data Available

Update a Customer

Update a Customer in Chartmogul when Extracted Data Available in Algodocs-integration

Actions and Triggers

When this happensTriggers

Extracted Data Available

Triggers when a new Document is processed and extracted data is available

Do thisActions

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 Profile

Retrieves a customer profile using customer UUID

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Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About AlgoDocs Integration

Integrate with AlgoDocs API to seamlessly manage and process your documents. Automate document extraction, data processing, and more with ease.

Document Management Automation

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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.

Analytics Business Intelligence

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