When this happens...
New mail matches your specified search criteria
New Email
New Attachment
New Email Matching Search

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.
Trigger when a new mail matches your specified search criteria
Trigger when a new email arrives in specific mailbox.
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
Triggers when a new email matches your specific filters (Subject, Sender, or Label). You can customize whether to include thread replies or just the first email.
Action is the task that follows automatically within your Gmail integrations.
Send an email and attach one or more files or Drive links.
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
Send a reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Search Gmail messages by sender, subject, or label and return message details, attachments, and a next-page token for pagination.
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.

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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 Gmail and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Gmail 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 Gmail 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 Gmail 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.
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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.
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