Connect ChartMogul and smarttouch-nexgen-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ChartMogul
Choose an Action
Automatically do this!
- Request a new Action for smarttouch-nexgen-crm
Enable Integrations or automations with these events of ChartMogul and smarttouch-nexgen-crm
Enable Integrations or automations with these events of ChartMogul and smarttouch-nexgen-crm
Actions
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 smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in ChartMogul triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how ChartMogul data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between ChartMogul and smarttouch-nexgen-crm 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 smarttouch-nexgen-crm. 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 smarttouch-nexgen-crm
SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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