Connect SignDesk and ChartMogul to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SignDesk
Choose an Action
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
Enable Integrations or automations with these events of SignDesk and ChartMogul
Enable Integrations or automations with these events of SignDesk and ChartMogul
Actions
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
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.
Search Customer by Email
Searches for a customer by email
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Frequently Asked Questions
To start, connect both your SignDesk and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how SignDesk 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 SignDesk 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 SignDesk 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.
About SignDesk
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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.
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