Connect ChartMogul and Nimble
Integrate ChartMogul with Nimble to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when New Contact in Nimble
Create a Customer in Chartmogul when New Contact in Nimble
Search Customer by Email in Chartmogul when New Contact in Nimble
Search Customer via External Id in Chartmogul when New Contact in Nimble
Retrieve a Metric in Chartmogul when New Contact in Nimble
Popular ChartMogul + Nimble 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
Nimble
Automatically do this!
Create Task
Get Current User
List Contact
List Contact Proceeding Providers
List Contact Fields
List contacts pipelines
List column catalogue
List deal standard and pipelines fields
Create a Contact in Chartmogul when New Contact in Nimble
Use this flowCreate a Customer in Chartmogul when New Contact in Nimble
Use this flowSearch Customer by Email in Chartmogul when New Contact in Nimble
Use this flowSearch Customer via External Id in Chartmogul when New Contact in Nimble
Use this flowRetrieve a Metric in Chartmogul when New Contact in Nimble
Use this flowRetrieve a Customer from ChartMogul when New Contact in Nimble
Use this flowList Customer's Opportunities from ChartMogul when New Contact in Nimble
Use this flowUpdate an Opportunity in Chartmogul when New Contact in Nimble
Use this flowUpdate a Note or call log in Chartmogul when New Contact in Nimble
Use this flowUpdate a Customer in Chartmogul when New Contact in Nimble
Use this flowSupported Triggers & Actions
Everything you can automate between ChartMogul and Nimble.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
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
Retrieves a customer object from your ChartMogul account.
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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AI will build it for you
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 Nimble
Nimble is a comprehensive CRM platform designed to help businesses manage their customer relationships, streamline communication, and enhance productivity. It integrates with various social media channels and email services to provide a unified view of customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChartMogul and Nimble 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 Nimble 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 Nimble. No coding required.
Yes. You can set up a workflow where ChartMogul triggers actions in Nimble, and a separate workflow where Nimble 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 Nimble. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChartMogul and Nimble integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
