Connect ChartMogul and Fathom
Integrate ChartMogul with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when New Action Item from Fathom
Create a Customer in Chartmogul when New Action Item from Fathom
Search Customer by Email in Chartmogul when New Action Item from Fathom
Search Customer via External Id in Chartmogul when New Action Item from Fathom
Retrieve a Metric in Chartmogul when New Action Item from Fathom
Popular ChartMogul + Fathom flows
Start from a real workflow other teams are already running.
Choose a trigger
ChartMogul
When this happens...
- Request a new Trigger for ChartMogul
Choose an action
Fathom
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Create a Contact in Chartmogul when New Action Item from Fathom
Use this flowCreate a Customer in Chartmogul when New Action Item from Fathom
Use this flowSearch Customer by Email in Chartmogul when New Action Item from Fathom
Use this flowSearch Customer via External Id in Chartmogul when New Action Item from Fathom
Use this flowRetrieve a Metric in Chartmogul when New Action Item from Fathom
Use this flowRetrieve a Customer Profile in Chartmogul when New Action Item from Fathom
Use this flowList Customer's Opportunities from ChartMogul when New Action Item from Fathom
Use this flowUpdate an Opportunity in Chartmogul when New Action Item from Fathom
Use this flowUpdate a Note or call log in Chartmogul when New Action Item from Fathom
Use this flowUpdate a Customer in Chartmogul when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between ChartMogul and Fathom.
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
Do thisActions
Action is the task that follows automatically within your ChartMogul integrations.
Create a Contact
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Create a Customer
Creates a customer object in ChartMogul under the specified data_source.
Search Customer by Email
Searches for a customer by email
Search Customer via External Id
Searches for a customer profile via customer's external id
Retrieve a Metric
Retrieves the specified metrics for the specified time
Retrieve a Customer Profile
Retrieves a customer profile using customer UUID
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChartMogul and Fathom accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ChartMogul and Fathom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Fathom. No coding required.
Yes. You can set up a workflow where ChartMogul triggers actions in Fathom, and a separate workflow where Fathom triggers actions in ChartMogul. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ChartMogul and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChartMogul and Fathom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
