Salesflare Salesflare Integrations

ChartMogul and Salesflare

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How to connect ChartMogul

What you can automate

  • When new Opportunity in Salesflare, create an Opportunity in ChartMogul.
  • When new Task in Salesflare, create a Task in ChartMogul.

About ChartMogul

ChartMogul helps you measure, understand and grow your subscription business.

ChartMogul operations on Zapier

Actions (17)

Things Salesflare can make it do

  • Add Tags to a Customer via Email — Adds tags to the customer in ChartMogul that have the given email address
  • Add Tags to a Customer via External ID — Adds tags to the customer in ChartMogul that have the given external ID
  • Add Tags to a Customer via UUID — Adds tags to the customer in ChartMogul that have the given UUID
  • Add a Custom Attribute to a Customer via Email — Adds custom attributes to the customer in ChartMogul that have the given email address
  • Add a Custom Attribute to a Customer via External ID — Adds a custom attribute to the customer in ChartMogul that have the given external ID
Show 12 more actions
  • Add a Custom Attribute to a Customer via UUID — Add a custom attribute to the customer in ChartMogul that have the given UUID
  • Create a Contact — Creates a Contact object in ChartMogul under a specified customer within the selected Source.
  • Create a Customer — Create a customer profile in the target data source
  • Create a Note or Call Log — Creates a note object with a note or call type under a specified customer.
  • Create a Task — Creates a task object for a specified ChartMogul user.
  • Create an Opportunity — Creates an opportunity object for a specified customer in ChartMogul.
  • Merge Customers — Consolidates the ChartMogul profiles of the two target Customer UUIDs
  • Update a Contact — Updates certain modifiable attributes of a contact object in your ChartMogul account.
  • Update a Customer — Updates certain modifiable attributes of a customer object in your ChartMogul account.
  • Update a Note or Call Log — Updates certain modifiable attributes of a note object in your ChartMogul account.
  • Update a Task — Updates a task object in your ChartMogul account.
  • Update an Opportunity — Updates an opportunity object in your ChartMogul account.

Searches (7)

Look up existing records

  • List Customer's Opportunities — Lists opportunity objects of the specified ChartMogul customer UUID
  • List Customer's Tasks — Lists task objects for the specific customer
  • Retrieve a Customer Profile — Retrieves a ChartMogul customer profile using the Customer UUID
  • Retrieve a Metric — Retrieves the specified metric, for the specified time period.
  • Search Contacts — Search for a contact using the customer's email, external ID, or UUID
Show 2 more searches
  • Search for Customer via Email — Searches for a customer profile using the customer's email
  • Search for Customer via External ID — Searches for a customer profile using the customer's external ID

ChartMogul operations on Make

Actions (22)

Things Salesflare can make it do

  • Add a Custom Attribute to a Customer — Adds a custom attribute to an existing customer.
  • Cancel a Customer's Subscription — Cancels a subscription that was generated from an imported invoice.
  • Create a Customer — Creates a customer object in ChartMogul under the specified data source.
  • Create a Data Source — Creates a data source object for importing data into ChartMogul.\n
  • Create a Plan — Creates a plan object in ChartMogul under the specified data source.
Show 17 more actions
  • Create a Plan Group — Creates a plan group object in ChartMogul.
  • Delete a Customer — Deletes the specified customer object and all its associated data.
  • Delete a Data Source — Deletes the specified data source object and all its associated data.\n
  • Delete a Plan — Deletes the specified plan object from your ChartMogul account.
  • Delete a Plan Group — Deletes the specified plan group object from your ChartMogul account.\n
  • Delete an Invoice — Deletes the specified invoice object and all its associated data.
  • Get a Customer — Retrieves a customer object from your ChartMogul account.
  • Get a Data Source — Retrieves a data source object from your ChartMogul account.
  • Get a Plan — Retrieves a plan object from your ChartMogul account.
  • Get a Plan Group — Retrieves a plan group object from your ChartMogul account.
  • Get an Invoice — Retrieves an invoice object from your ChartMogul account.
  • Import an Invoice — Creates invoices for a given API customer.
  • Import an Invoice Transaction — Creates a transaction object for an invoice imported using the Import API.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Customer — Updates certain modifiable attributes of a customer object in your ChartMogul account.
  • Update a Plan — Updates a plan object in your ChartMogul account.
  • Update a Plan Group — Updates a plan group object in your ChartMogul account.

Searches (5)

Look up existing records

  • List Customer's Subscriptions — Returns a list of subscription objects for a given customer.
  • List Customers — Returns a list of all customer objects in your ChartMogul account.
  • List Data Sources — Lists all data source objects in your ChartMogul account.
  • List Invoices — Returns a list of invoice objects created using the API in your ChartMogul account.
  • List Plans — Returns a list of plan objects in your ChartMogul account.

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