
When this happens...
Card Created
Card Status Changed
Card Archived
Card Unarchived
Card Removed
Comment Added to Card
Label Added To Card
Label Removed From Card

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 card is created in a specipic board.
Triggers when card status is changed in a specipic board.
Triggers when card is archived in a specipic board.
Triggers when card is unarchived in a specipic board.
Triggers when card is removed in a specipic board.
Triggers when comment is added to card in a specipic board.
Action is the task that follows automatically within your Placker integrations.
Get labels available on Board.
Search cards by given title.
This action allows to add selected label to card
This action allows to create card on a selected list
This action allows to remove selected label from card
Get single card details by id.

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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 Placker and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Placker triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Placker 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 Placker 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 Placker 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.
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
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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