
When this happens...
Document Completed
Document Sent
Document Cancelled
Document Rejected
Document Expired
Signer Notified
Signer Viewed
Signer Consent Accepted
Signer Nominated
Signer Signed

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.
Triggers when a new Document Completed for a form.
Triggered when a document is sent out for signing.
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Triggered when a document is rejected by the signer.
Triggered when a document's signing period expires, and no action has been taken.
Triggered when a signer is notified.
Action is the task that follows automatically within your Paperform integrations.
Update Form By ID
Get Form Details by ID
Get Partial-Submissions details by Slug id
Deletes a specific partial submission by ID.
Updates the sold amount for a product
Get the product available for a specific form by SKU

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Paperform and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Paperform triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Paperform 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 Paperform 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 Paperform 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.
Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
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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