Connect ChartMogul and klenty to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ChartMogul
Choose an Action
Automatically do this!
Create Prospect
Change Status to Do Not Contact
Revert Prospect Status From Do Not Contact
Start Cadence
Stop All Mails to Prospect
Stop Cadence
Unsubscribe Prospect
Update Prospect
Ready to use ChartMogul and klenty automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
On Open
Triggered when a recipient opens an email sent from Klenty.
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
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Frequently Asked Questions
To start, connect both your ChartMogul and klenty accounts to viaSocket. Once connected, you can set up a workflow where an event in ChartMogul triggers actions in klenty (or vice versa).
Absolutely. You can customize how ChartMogul data is recorded in klenty. This includes choosing which data fields go into which fields of klenty, setting up custom formats, and filtering out unwanted information.
The data sync between ChartMogul and klenty 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 ChartMogul and klenty. 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.
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 MoreAbout klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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