
When this happens...
New Note
New Task
New Task in Context
New Task in Folder
New Completed Task
New Starred Task

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new note is Created.
Triggers when new Tasks is Created.
Triggers when New Task is Created in Context.
Triggers when New Task is Created in Specific Folder.
Triggers when new Tasks is Completed.
Triggers when a new starred task is added or when an existing task is starred.
Action is the task that follows automatically within your Toodledo integrations.
Creates a new Folder.
Create a Note in Folder.
Creates a Task.
Delete an Existing Folder.
Delete all an Existing Task.
Delete an Existing Context.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Toodledo and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Toodledo triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Toodledo 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 Toodledo 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 Toodledo 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.
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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.
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