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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a prospect opens the email.
Triggers when a prospect is marked as INTERESTED.
Triggers when a prospect's interest level is marked as MAYBE LATER.
Triggers when a prospect is marked as NOT INTERESTED.
Triggers when a manual task of any type is created.
Triggers when a manual task is marked as done.
Action is the task that follows automatically within your ChartMogul integrations.
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Creates a customer object in ChartMogul under the specified data_source.
Searches for a customer by email
Searches for a customer profile via customer's external id
Retrieves the specified metrics for the specified time
Retrieves a customer profile using customer UUID

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ChartMogul and Woodpecker accounts to viaSocket. Once connected, you can set up a workflow where an event in ChartMogul triggers actions in Woodpecker (or vice versa).
Absolutely. You can customize how ChartMogul data is recorded in Woodpecker. This includes choosing which data fields go into which fields of Woodpecker, setting up custom formats, and filtering out unwanted information.
The data sync between ChartMogul and Woodpecker 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 Woodpecker. 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.
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 MoreWoodpeaker is a tool designed to streamline and automate your email outreach campaigns, making it easier to connect with potential clients and partners. It offers features such as personalized email sequences, follow-ups, and analytics to enhance your communication strategy.
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