Connect ChartMogul and Planable
Integrate ChartMogul with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when When a new post is created in Planable
Create a Customer in Chartmogul when When a new post is created in Planable
Search Customer by Email in Chartmogul when When a new post is created in Planable
Search Customer via External Id in Chartmogul when When a new post is created in Planable
Retrieve a Metric in Chartmogul when When a new post is created in Planable
Popular ChartMogul + Planable 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
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create a Contact in Chartmogul when When a new post is created in Planable
Use this flowCreate a Customer in Chartmogul when When a new post is created in Planable
Use this flowSearch Customer by Email in Chartmogul when When a new post is created in Planable
Use this flowSearch Customer via External Id in Chartmogul when When a new post is created in Planable
Use this flowRetrieve a Metric in Chartmogul when When a new post is created in Planable
Use this flowRetrieve a Customer Profile in Chartmogul when When a new post is created in Planable
Use this flowList Customer's Opportunities from ChartMogul when When a new post is created in Planable
Use this flowUpdate an Opportunity in Chartmogul when When a new post is created in Planable
Use this flowUpdate a Note or call log in Chartmogul when When a new post is created in Planable
Use this flowUpdate a Customer in Chartmogul when When a new post is created in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between ChartMogul and Planable.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
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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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 Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChartMogul and Planable 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 Planable 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 Planable. No coding required.
Yes. You can set up a workflow where ChartMogul triggers actions in Planable, and a separate workflow where Planable 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 Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChartMogul and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
