Connect Perfex CRM and ChartMogul
Integrate Perfex CRM with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Opportunity in Chartmogul when New Contract in Perfexcrm
Create a Note or Call Log in Chartmogul when New Contract in Perfexcrm
Add Tags to a Customer via External Id in Chartmogul when New Contract in Perfexcrm
Get ASP from ChartMogul when New Contract in Perfexcrm
Create a Contact in Chartmogul when New Customer in Perfexcrm
Popular Perfex CRM + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
Perfex CRM
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice
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 an Opportunity in Chartmogul when New Contract in Perfexcrm
Use this flowCreate a Note or Call Log in Chartmogul when New Contract in Perfexcrm
Use this flowAdd Tags to a Customer via External Id in Chartmogul when New Contract in Perfexcrm
Use this flowGet ASP from ChartMogul when New Contract in Perfexcrm
Use this flowCreate a Contact in Chartmogul when New Customer in Perfexcrm
Use this flowCreate a Customer in Chartmogul when New Customer in Perfexcrm
Use this flowSearch Customer by Email in Chartmogul when New Customer in Perfexcrm
Use this flowSearch Customer via External Id in Chartmogul when New Customer in Perfexcrm
Use this flowRetrieve a Customer Profile in Chartmogul when New Customer in Perfexcrm
Use this flowList Customer's Opportunities from ChartMogul when New Customer in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Perfex CRM integrations.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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 Perfex CRM 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 Perfex CRM 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 Perfex CRM triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in Perfex CRM. 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 Perfex CRM and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM 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.
