ShareFile

Productivity

ChartMogul

Analytics

Integrations ShareFile ChartMogul

Create integrations between ShareFile and ChartMogul

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Create a Contact in Chartmogul when New File in ShareFile

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Create a Customer in Chartmogul when New File in ShareFile

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Search Customer by Email in Chartmogul when New File in ShareFile

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Search Customer via External Id in Chartmogul when New File in ShareFile

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Retrieve a Metric in Chartmogul when New File in ShareFile

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Retrieve a Customer Profile in Chartmogul when New File in ShareFile

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List Customer's Opportunities from ChartMogul when New File in ShareFile

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Update an Opportunity in Chartmogul when New File in ShareFile

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Update a Note or call log in Chartmogul when New File in ShareFile

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Update a Customer in Chartmogul when New File in ShareFile

Actions and Triggers

Triggers

New File

Triggers when a new file is uploaded to a specified folder.

New Client

Triggers when a new client is created.

Actions

Add Note

Adds a note in the chosen folder.

Add URL

Adds a URL in the chosen folder.

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Creates a folder in the chosen folder.

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.

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 ShareFile

ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.

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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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