Connect ChartMogul and AgentX to Build Intelligent Automations

Choose a Trigger

ChartMogul

When this happens...

Choose an Action

AgentX

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

Request a new Trigger for ChartMogul

Do thisActions

Action is the task that follows automatically within your ChartMogul integrations.

Create a Contact

Create a Contact

Creates a contact object in ChartMogul under a specified customer within the selected data_source.

Create a Customer

Create a Customer

Creates a customer object in ChartMogul under the specified data_source.

Search Customer by Email

Search Customer by Email

Searches for a customer by email

Search Customer via External Id

Search Customer via External Id

Searches for a customer profile via customer's external id

Retrieve a Metric

Retrieve a Metric

Retrieves the specified metrics for the specified time

Retrieve a Customer Profile

Retrieve a Customer Profile

Retrieves a customer profile using customer UUID

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Frequently Asked Questions

How do I start an integration between ChartMogul and AgentX?

To start, connect both your ChartMogul and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in ChartMogul triggers actions in AgentX (or vice versa).

Can we customize how data from ChartMogul is recorded in AgentX?

Absolutely. You can customize how ChartMogul data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ChartMogul and AgentX?

The data sync between ChartMogul and AgentX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ChartMogul to AgentX?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ChartMogul and AgentX?

Yes, you can set conditional logic to control the flow of data between ChartMogul and AgentX. 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.

ChartMogul

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.

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AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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