
When this happens...
Agent Activates Account
New Note Added
New Text Message Received
Transfer Digit Pressed

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when Agent Activates Account.
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Triggers when the transfer digit is pressed in a voice broadcast campaign
Action is the task that follows automatically within your CallHub integrations.
Add a new contact to CallHub.
Create a new agent account and send them an invitation email.
Update a contact in CallHub using their phone number or contact ID.
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Creates a customer object in ChartMogul under the specified data_source.
Searches for a customer by email

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To start, connect both your CallHub and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how CallHub 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 CallHub 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 CallHub 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.
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
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.
Learn More