ChartMogul automation that keeps your subscription metrics always up to date
Use viaSocket to connect ChartMogul with your billing, CRM, and finance tools so MRR, churn, and cohort reports update themselves—and your teams act on insights automatically.
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Triggers and Actions in ChartMogul Automations
viaSocket makes it simple to connect ChartMogul and automate repetitive tasks.
When this happensTrigger
No trigger available
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
How to get started with ChartMogul automations
Automate when something happens in ChartMogul
Login -> Create new flow -> Select trigger -> Search ChartMogul -> Choose the trigger from the list
Take action in ChartMogul when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search ChartMogul -> Choose the action from the list
Trigger
Action
Real-world use cases of ChartMogul integrations
See how ChartMogul integrates with popular apps to automate tasks and streamline your workflow.
- Integrate chartmogul with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and chartmogul databases.
- Integrate chartmogul with MySQL to automatically sync records, facilitating seamless data exchange between chartmogul and your SQL databases.
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Frequently Asked Questions
You can automate data syncing from billing tools, push insights into your CRM, trigger workflows from revenue changes, and schedule recurring reports. The goal is to keep ChartMogul accurate and ensure teams act on its data without manual work.
No. viaSocket is built for operators and business teams. You connect apps, define triggers based on ChartMogul events or metrics, and set the actions—without writing code or using engineering time.
viaSocket listens for events in your billing and revenue tools—like new subscriptions, plan changes, and cancellations—and pushes them into ChartMogul in near real-time. This reduces manual uploads and keeps your MRR, ARR, and churn numbers current.
Yes. viaSocket can send ChartMogul metrics into AI models to generate summaries, alerts, and recommendations. For example, you can get AI-written explanations of churn trends or account health and send them to your team automatically.
You can connect ChartMogul to common billing systems, CRMs, support tools, communication channels, and internal databases. viaSocket acts as the hub so ChartMogul both receives clean subscription data and shares its insights across your stack.
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 viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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