Connect Ploomes and ChartMogul
Integrate Ploomes with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when Create Deal in Ploomes
Create a Customer in Chartmogul when Create Deal in Ploomes
Search Customer by Email in Chartmogul when Create Deal in Ploomes
Search Customer via External Id in Chartmogul when Create Deal in Ploomes
Retrieve a Metric in Chartmogul when Create Deal in Ploomes
Popular Ploomes + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
Ploomes
When this happens...
Create Deal
Deal Updated
New Contact
Contact Updated
Create Document
Update Document
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 Create Deal in Ploomes
Use this flowCreate a Customer in Chartmogul when Create Deal in Ploomes
Use this flowSearch Customer by Email in Chartmogul when Create Deal in Ploomes
Use this flowSearch Customer via External Id in Chartmogul when Create Deal in Ploomes
Use this flowRetrieve a Metric in Chartmogul when Create Deal in Ploomes
Use this flowRetrieve a Customer Profile in Chartmogul when Create Deal in Ploomes
Use this flowList Customer's Opportunities from ChartMogul when Create Deal in Ploomes
Use this flowUpdate an Opportunity in Chartmogul when Create Deal in Ploomes
Use this flowUpdate a Note or call log in Chartmogul when Create Deal in Ploomes
Use this flowUpdate a Customer in Chartmogul when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Ploomes and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your Ploomes integrations.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update contact
Update an existing contact by ID with new details and custom fields.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
Create Deal
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Update Deal
Updates a Deal
Find Deals
Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.
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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreAbout 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 Ploomes 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 Ploomes 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 Ploomes triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in Ploomes. 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 Ploomes and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ploomes 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.
