Connect Docstar and ChartMogul
Integrate Docstar with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when Document Is Created in Docstar
Create a Customer in Chartmogul when Document Is Created in Docstar
Search Customer by Email in Chartmogul when Document Is Created in Docstar
Search Customer via External Id in Chartmogul when Document Is Created in Docstar
Retrieve a Metric in Chartmogul when Document Is Created in Docstar
Popular Docstar + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
Document Is Created
New Pages/Documents
Document Is Updated
Document Is Deleted
Document Title Changes
Choose an action
ChartMogul
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
Create a Contact in Chartmogul when Document Is Created in Docstar
Use this flowCreate a Customer in Chartmogul when Document Is Created in Docstar
Use this flowSearch Customer by Email in Chartmogul when Document Is Created in Docstar
Use this flowSearch Customer via External Id in Chartmogul when Document Is Created in Docstar
Use this flowRetrieve a Metric in Chartmogul when Document Is Created in Docstar
Use this flowRetrieve a Customer Profile in Chartmogul when Document Is Created in Docstar
Use this flowList Customer's Opportunities from ChartMogul when Document Is Created in Docstar
Use this flowUpdate an Opportunity in Chartmogul when Document Is Created in Docstar
Use this flowUpdate a Note or call log in Chartmogul when Document Is Created in Docstar
Use this flowUpdate a Customer in Chartmogul when Document Is Created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Created
Runs when document is created
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Document Is Updated
Runs when document is updated
Document Is Deleted
Runs when document is deleted
Document Title Changes
Runs when title changes
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Find Documents
Find documents in a collection by plain-language query, page name, or page ID. Optionally include document titles and direct links.
Create Page
Add a new page under a selected parent. Set the title, optional URL slug and content, and choose publish and editing options.
List All Pages
Retrieve pages in a collection; optionally filter by page name or page ID.
View Page Text and Metadata
Display a page's readable text and basic metadata (title, page number, timestamp). If the page has no text, show 'This page has no content.'
Create Page Endpoint
Create an endpoint to retrieve a page's text and basic details.
Create FAQ Entries
Convert provided text into pending FAQ entries in a selected collection; optionally send the results to a webhook URL.
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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AI will build it for you
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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docstar and ChartMogul 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 Docstar and ChartMogul 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 ChartMogul. No coding required.
Yes. You can set up a workflow where Docstar triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in Docstar. 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 Docstar and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar and ChartMogul integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
