Connect ChartMogul and CompanyCam to Build Intelligent Automations

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ChartMogul

When this happens...

Choose an Action

CompanyCam

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a document is added to a project.

New Photo

New Photo

Triggers when a new photo is added to a company project.

New Project

New Project

Triggers when you add a new project.

Todo / Checklist Completed

Todo / Checklist Completed

Triggers when a checklist is completed.

Photo Tagged

Photo Tagged

Triggers when a photo is tagged

Comment Created

Comment Created

Triggers when a new comment is created.

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 CompanyCam?

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

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

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

How often does the data sync between ChartMogul and CompanyCam?

The data sync between ChartMogul and CompanyCam 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 CompanyCam?

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 CompanyCam?

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

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

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