Connect Xodo Sign and ChartMogul
Integrate Xodo Sign with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when Document Is Sent via Xodo Sign
Create a Customer in Chartmogul when Document Is Sent via Xodo Sign
Search Customer by Email in Chartmogul when Document Is Sent via Xodo Sign
Search Customer via External Id in Chartmogul when Document Is Sent via Xodo Sign
Retrieve a Metric in Chartmogul when Document Is Sent via Xodo Sign
Popular Xodo Sign + ChartMogul flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
ChartMogul
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
Create a Contact in Chartmogul when Document Is Sent via Xodo Sign
Use this flowCreate a Customer in Chartmogul when Document Is Sent via Xodo Sign
Use this flowSearch Customer by Email in Chartmogul when Document Is Sent via Xodo Sign
Use this flowSearch Customer via External Id in Chartmogul when Document Is Sent via Xodo Sign
Use this flowRetrieve a Metric in Chartmogul when Document Is Sent via Xodo Sign
Use this flowRetrieve a Customer Profile in Chartmogul when Document Is Sent via Xodo Sign
Use this flowList Customer's Opportunities from ChartMogul when Document Is Sent via Xodo Sign
Use this flowUpdate an Opportunity in Chartmogul when Document Is Sent via Xodo Sign
Use this flowUpdate a Note or call log in Chartmogul when Document Is Sent via Xodo Sign
Use this flowUpdate a Customer in Chartmogul when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and ChartMogul.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and ChartMogul accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and ChartMogul as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ChartMogul. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in ChartMogul, and a separate workflow where ChartMogul triggers actions in Xodo Sign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Xodo Sign and ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and ChartMogul integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
