
When this happens...
New Flow
New Segment
New Checklist
New Banner
New Mobile Experiences
New Pins
New Launchpad

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.
Retrieve Appcues flows created within the last specified number of minutes.
Fetch segments created within the specified number of minutes.
Retrieve checklists created within the specified recent time window for the connected Appcues account.
Retrieve Appcues banners created within the past specified minutes for the connected account.
Fetch mobile experiences created in the last 24 hours for the connected Appcues account.
Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).
Action is the task that follows automatically within your Appcues integrations.
Update the name and/or description of an existing Appcues segment using its segment ID.
Creates a new segment.
Unpublish the selected flow so it is no longer active or visible to users.
Publish the specified Appcues flow to make it live for the account.
Updates the profile attributes for the selected group.
Updates the profile attributes for the selected user.

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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 Appcues and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Appcues 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 Appcues 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 Appcues 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.
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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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