Insightly

Project Management

ChartMogul

Analytics

Integrations Insightly ChartMogul

Create integrations between Insightly and ChartMogul

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Create a Contact in Chartmogul when New or Updated Contact in Insightly

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Create a Customer in Chartmogul when New or Updated Contact in Insightly

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Search Customer by Email in Chartmogul when New or Updated Contact in Insightly

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Search Customer via External Id in Chartmogul when New or Updated Contact in Insightly

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Retrieve a Metric in Chartmogul when New or Updated Contact in Insightly

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Retrieve a Customer Profile in Chartmogul when New or Updated Contact in Insightly

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List Customer's Opportunities from ChartMogul when New or Updated Contact in Insightly

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Update an Opportunity in Chartmogul when New or Updated Contact in Insightly

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Update a Note or call log in Chartmogul when New or Updated Contact in Insightly

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Update a Customer in Chartmogul when New or Updated Contact in Insightly

Actions and Triggers

Triggers

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

Triggers when new document template is created.

New Email

Triggers when new email is send.

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

Triggers when new lead is created or updated.

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Actions

Create Record

Creates a Record.

Update Record

Updates a Record

Find Record

Finds an existing Record.

Create a Contact

Creates a contact object in ChartMogul under a specified customer within the selected data_source.

Create a Customer

Creates a customer object in ChartMogul under the specified data_source.

Search Customer by Email

Searches for a customer by email

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

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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.

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