When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
New Unsubscribe
Tag Removed From Subscriber

Automatically do this!
Create a Contact
Create a Customer
Search Customer by Email
Search Customer via External Id
Retrieve a Metric
Retrieve a Customer Profile
List Customer's Opportunities
Update an Opportunity
Update a Note or call log
Update a Customer
Update a Contact
Merge Customers
Create an Opportunity
Create a Note or Call Log
Add Tags to a Customer
Add Tags to a Customer via External Id
Add Tags to a Customer via Email
Add Custom Attributes to a Customer via UUID
Add Custom Attribute to a Customer via external id
Add Custom Attributes to Customers by Email
List Sources
List Customers
List Customers by Email
List Contacts
List Opportunities
List Plans
List Subscription Events
List Invoices
All Key Metrics
Get MRR
Get ARR
Get ARPA
Get ASP
Get Customer Count
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a subscription occurs to a specific form
Triggers when a new purchase is added to your account.
Triggers when a specific tag is added to a subscriber
Triggers when a subscriber unsubscribes from your email.
Triggers when a specific tag is removed from a subscriber
Action is the task that follows automatically within your ConvertKit or Kit integrations.
Find a existing Subscriber via email.
Subscribe someone to a specific form.
Add a subscriber to a specific sequence.
Remove a specific tag from a subscriber.
Adds a purchase to a subscriber an existing purchase.
Add tag to a specific subscriber.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 ConvertKit or Kit and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertKit or Kit triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how ConvertKit or Kit data is recorded in ChartMogul. This includes choosing which data fields go into which fields of ChartMogul, setting up custom formats, and filtering out unwanted information.
The data sync between ConvertKit or Kit and ChartMogul 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 ConvertKit or Kit and ChartMogul. 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.
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Learn MoreChartMogul 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