Connect ChartMogul and Trafft
Integrate ChartMogul with Trafft to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when Appointment Booked in Trafft
Create a Customer in Chartmogul when Appointment Booked in Trafft
Search Customer by Email in Chartmogul when Appointment Booked in Trafft
Search Customer via External Id in Chartmogul when Appointment Booked in Trafft
Retrieve a Metric in Chartmogul when Appointment Booked in Trafft
Popular ChartMogul + Trafft 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
Trafft
Automatically do this!
Create Booking
List All Services
Create Customer
Create a Contact in Chartmogul when Appointment Booked in Trafft
Use this flowCreate a Customer in Chartmogul when Appointment Booked in Trafft
Use this flowSearch Customer by Email in Chartmogul when Appointment Booked in Trafft
Use this flowSearch Customer via External Id in Chartmogul when Appointment Booked in Trafft
Use this flowRetrieve a Metric in Chartmogul when Appointment Booked in Trafft
Use this flowRetrieve a Customer Profile in Chartmogul when Appointment Booked in Trafft
Use this flowList Customer's Opportunities from ChartMogul when Appointment Booked in Trafft
Use this flowUpdate an Opportunity in Chartmogul when Appointment Booked in Trafft
Use this flowUpdate a Note or call log in Chartmogul when Appointment Booked in Trafft
Use this flowUpdate a Customer in Chartmogul when Appointment Booked in Trafft
Use this flowSupported Triggers & Actions
Everything you can automate between ChartMogul and Trafft.
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
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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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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChartMogul and Trafft 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 Trafft 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 Trafft. No coding required.
Yes. You can set up a workflow where ChartMogul triggers actions in Trafft, and a separate workflow where Trafft 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 Trafft. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChartMogul and Trafft integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
