MyDocSafe

Document Management

ChartMogul

Analytics

Integrations MyDocSafe ChartMogul

Create integrations between MyDocSafe and ChartMogul

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Create a Contact in Chartmogul when Document is Signed in Mydocsafe

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Create a Customer in Chartmogul when Document is Signed in Mydocsafe

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Search Customer by Email in Chartmogul when Document is Signed in Mydocsafe

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Search Customer via External Id in Chartmogul when Document is Signed in Mydocsafe

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Retrieve a Metric in Chartmogul when Document is Signed in Mydocsafe

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Retrieve a Customer Profile in Chartmogul when Document is Signed in Mydocsafe

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List Customer's Opportunities from ChartMogul when Document is Signed in Mydocsafe

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Update an Opportunity in Chartmogul when Document is Signed in Mydocsafe

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Update a Note or call log in Chartmogul when Document is Signed in Mydocsafe

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Update a Customer in Chartmogul when Document is Signed in Mydocsafe

Actions and Triggers

Triggers

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Triggers when a document sign request is sent.

Actions

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

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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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 MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

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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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