ChartMogul

Analytics

Way We Do

Productivity

Integrations ChartMogul Way We Do

Create integrations between ChartMogul and Way We Do

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Create a Contact in Chartmogul when New Comment in Way We Do

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Create a Customer in Chartmogul when New Comment in Way We Do

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Search Customer by Email in Chartmogul when New Comment in Way We Do

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Search Customer via External Id in Chartmogul when New Comment in Way We Do

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Retrieve a Metric in Chartmogul when New Comment in Way We Do

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Retrieve a Customer Profile in Chartmogul when New Comment in Way We Do

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List Customer's Opportunities from ChartMogul when New Comment in Way We Do

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Update an Opportunity in Chartmogul when New Comment in Way We Do

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Update a Note or call log in Chartmogul when New Comment in Way We Do

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Update a Customer in Chartmogul when New Comment in Way We Do

Actions and Triggers

Triggers

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Triggers when a procedure has been accepted.

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

Checklist Finished

Triggers when a checklist instance is finished.

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

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

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