
When this happens...
New Project Created
Project Updated
New Employees
New Hours
New Invoice
Invoices Sent
Updated Employees
Updated Companies
New Companies
New Contacts
Updated Contacts
New Sales
New Services
Quotes Sent
Updated Hours
Updated Services

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggers when an existing project is updated.
Triggers when a new employees created.
Triggers when new hours are created.
Triggers when new invoice are created.
Triggers when invoices are sent.
Action is the task that follows automatically within your Simplicate integrations.
Updates an existing project in Simplicate.
Retrieves the details of all organization
Retrieves the details of all expenses of employees
Retrieves the details of all contact person
Retrieves the details of all Person.
Retrieves all the Hours.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Simplicate and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplicate triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Simplicate 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 Simplicate 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 Simplicate 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.
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
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.
Learn More