
When this happens...
Invoice Sent
New Company
New Contact
New Project
New Task
New Timesheet
Company updated
Company Deleted
Project deleted
Contact updated
Contact Deleted
Invoice created
Invoice updated
Invoice deleted
Project Updated
Task Updated
Task Deleted
Timesheet Entry Deleted
Timesheet Entry Updated
New Bill
Bill updated
New Estimates
Estimate Updated
Estimate Deleted
Expense created
Expense Updated
Expense Deleted
Schedule Series created
Schedule Series Updated
Schedule Series Deleted

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.
Triggers when a new Invoice is sent.
Triggers when a new contact Company is created.
Triggered when a new company contact is created.
Triggers when a new Project is created.
Trigger when a new task is created.
Trigger when a new timesheet entry is created
Action is the task that follows automatically within your Avaza integrations.
Get an all existing projects.
Fetch a single section with the projectId.
Get an all existing companies.
Get an all existing invoices.
Get an existing contact by its ID.
Get an all existing conatcts.

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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 Avaza and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Avaza triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Avaza 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 Avaza 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 Avaza 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.
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
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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