Connect ChartMogul and Guru
Integrate ChartMogul with Guru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when Card Created in Guru
Create a Customer in Chartmogul when Card Created in Guru
Search Customer by Email in Chartmogul when Card Created in Guru
Search Customer via External Id in Chartmogul when Card Created in Guru
Retrieve a Metric in Chartmogul when Card Created in Guru
Popular ChartMogul + Guru 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
Guru
Automatically do this!
Create Card
Update Card
Delete Card
Ask a Question
Find answers
Create a Contact in Chartmogul when Card Created in Guru
Use this flowCreate a Customer in Chartmogul when Card Created in Guru
Use this flowSearch Customer by Email in Chartmogul when Card Created in Guru
Use this flowSearch Customer via External Id in Chartmogul when Card Created in Guru
Use this flowRetrieve a Metric in Chartmogul when Card Created in Guru
Use this flowRetrieve a Customer Profile in Chartmogul when Card Created in Guru
Use this flowList Customer's Opportunities from ChartMogul when Card Created in Guru
Use this flowUpdate an Opportunity in Chartmogul when Card Created in Guru
Use this flowUpdate a Note or call log in Chartmogul when Card Created in Guru
Use this flowUpdate a Customer in Chartmogul when Card Created in Guru
Use this flowSupported Triggers & Actions
Everything you can automate between ChartMogul and Guru.
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder/Board Created.
New Folder Updated
Runs when Folder/board is updated
Folder Deleted
Trigger when a new Folder/Board Deleted.
Folder To Pdf Created
Trigger when a Folder/Board To Pdf Created.
Folder Viewed
Trigger when an existing Folder/Board Viewed.
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.
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About Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChartMogul and Guru 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 Guru 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 Guru. No coding required.
Yes. You can set up a workflow where ChartMogul triggers actions in Guru, and a separate workflow where Guru 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 Guru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChartMogul and Guru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
