Connect Membrain and ChartMogul
Integrate Membrain with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when New Activity Created in Membrain
Create a Customer in Chartmogul when New Activity Created in Membrain
Search Customer by Email in Chartmogul when New Activity Created in Membrain
Search Customer via External Id in Chartmogul when New Activity Created in Membrain
Retrieve a Metric in Chartmogul when New Activity Created in Membrain
Popular Membrain + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is 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 New Activity Created in Membrain
Use this flowCreate a Customer in Chartmogul when New Activity Created in Membrain
Use this flowSearch Customer by Email in Chartmogul when New Activity Created in Membrain
Use this flowSearch Customer via External Id in Chartmogul when New Activity Created in Membrain
Use this flowRetrieve a Metric in Chartmogul when New Activity Created in Membrain
Use this flowRetrieve a Customer Profile in Chartmogul when New Activity Created in Membrain
Use this flowList Customer's Opportunities from ChartMogul when New Activity Created in Membrain
Use this flowUpdate an Opportunity in Chartmogul when New Activity Created in Membrain
Use this flowUpdate a Note or call log in Chartmogul when New Activity Created in Membrain
Use this flowUpdate a Customer in Chartmogul when New Activity Created in Membrain
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Create a Contact
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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 Membrain 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 Membrain 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 Membrain triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in Membrain. 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 Membrain and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain 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.
