Signwell

Documents, Email

ChartMogul

Analytics, Business Intelligence

Integrations Signwell ChartMogul

Create integrations between Signwell and ChartMogul

Create a Contact in Chartmogul when Document Completed in Signwell

Create a Customer in Chartmogul when Document Completed in Signwell

Search Customer by Email in Chartmogul when Document Completed in Signwell

Search Customer via External Id in Chartmogul when Document Completed in Signwell

Retrieve a Metric in Chartmogul when Document Completed in Signwell

Retrieve a Customer Profile in Chartmogul when Document Completed in Signwell

List Customer's Opportunities from ChartMogul when Document Completed in Signwell

Update an Opportunity in Chartmogul when Document Completed in Signwell

Update a Note or call log in Chartmogul when Document Completed in Signwell

Update a Customer in Chartmogul when Document Completed in Signwell

Actions and Triggers

Triggers

Document Completed

Triggers when a document has been completed.

Document Sent

Triggers when a document is sent.

Document Viewed

Triggers when a signer view a document for the first time.

Actions

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

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

Search Customer via External Id

Searches for a customer profile via customer's external id

Retrieve a Metric

Retrieves the specified metrics for the specified time

Know More About
Viasocket Integrations

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How viaSocket is going to help you with 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 Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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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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