Connect folk and ChartMogul
Integrate folk with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when Company Added in Folk
Create a Customer in Chartmogul when Company Added in Folk
Search Customer by Email in Chartmogul when Company Added in Folk
Search Customer via External Id in Chartmogul when Company Added in Folk
Retrieve a Metric in Chartmogul when Company Added in Folk
Popular folk + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
folk
When this happens...
Company Added
Person Added
Company Removed
Company Updated
Person Removed
Person Updated
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 Company Added in Folk
Use this flowCreate a Customer in Chartmogul when Company Added in Folk
Use this flowSearch Customer by Email in Chartmogul when Company Added in Folk
Use this flowSearch Customer via External Id in Chartmogul when Company Added in Folk
Use this flowRetrieve a Metric in Chartmogul when Company Added in Folk
Use this flowRetrieve a Customer Profile in Chartmogul when Company Added in Folk
Use this flowList Customer's Opportunities from ChartMogul when Company Added in Folk
Use this flowUpdate an Opportunity in Chartmogul when Company Added in Folk
Use this flowUpdate a Note or call log in Chartmogul when Company Added in Folk
Use this flowUpdate a Customer in Chartmogul when Company Added in Folk
Use this flowSupported Triggers & Actions
Everything you can automate between folk and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Added
Triggers when a new company is created or added to a group.
Person Added
Triggers when a new person is created or added to a group.
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Company Updated
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
Person Updated
Triggers when a person basic field ( like first name, job title, email or URL ) in a group is updated.
Do thisActions
Action is the task that follows automatically within your folk integrations.
Create Person
Add Person
Create Company
Create a new contact Company in your folk group .
Update Person
Update a contact Person in your folk group.
Update Company
Update a contact Company in your folk group.
Search Person
Seach a Person by their person ID,email,name
Search Company
Search a company by their Contact ID, Email, or Name.
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 folk
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
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 folk 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 folk 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 folk triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in folk. 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 folk and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire folk 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.
