Connect ChartMogul and TidyHQ
Integrate ChartMogul with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when Contact Activated in TidyHQ
Create a Customer in Chartmogul when Contact Activated in TidyHQ
Search Customer by Email in Chartmogul when Contact Activated in TidyHQ
Search Customer via External Id in Chartmogul when Contact Activated in TidyHQ
Retrieve a Metric in Chartmogul when Contact Activated in TidyHQ
Popular ChartMogul + TidyHQ 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
TidyHQ
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Create a Contact in Chartmogul when Contact Activated in TidyHQ
Use this flowCreate a Customer in Chartmogul when Contact Activated in TidyHQ
Use this flowSearch Customer by Email in Chartmogul when Contact Activated in TidyHQ
Use this flowSearch Customer via External Id in Chartmogul when Contact Activated in TidyHQ
Use this flowRetrieve a Metric in Chartmogul when Contact Activated in TidyHQ
Use this flowRetrieve a Customer Profile in Chartmogul when Contact Activated in TidyHQ
Use this flowList Customer's Opportunities from ChartMogul when Contact Activated in TidyHQ
Use this flowUpdate an Opportunity in Chartmogul when Contact Activated in TidyHQ
Use this flowUpdate a Note or call log in Chartmogul when Contact Activated in TidyHQ
Use this flowUpdate a Customer in Chartmogul when Contact Activated in TidyHQ
Use this flowSupported Triggers & Actions
Everything you can automate between ChartMogul and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
Contact Group Removed
This triggers when a contact is removed from a group.
Event Created
This triggers when an Event is created.
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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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 TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChartMogul and TidyHQ 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 TidyHQ 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 TidyHQ. No coding required.
Yes. You can set up a workflow where ChartMogul triggers actions in TidyHQ, and a separate workflow where TidyHQ 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 TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChartMogul and TidyHQ integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
