Chartsy and Salesflare

How to connect Chartsy

When new Paying Customer in Chartsy, find or create account, then find or create contact, then add contact to account in Salesflare.

Chartsy is a revenue analytics platform that combines billing, website traffic, and signup data to help SaaS founders track growth.

Start a workflow when this happens

Goal Reached — Triggers when one of your Chartsy revenue or growth goals is achieved.
MRR Milestone Reached — Triggers when your MRR passes a milestone such as 1,000, 5,000 or 10,000 for the first time.
New At-Risk Customer — Triggers when a customer pauses their subscription or has 2 or more failed payments this quarter. Customers are identified by their payment-processor ID.
New Daily Snapshot — Triggers once a day, after 02:00 UTC, with the previous day's completed revenue, MRR, subscribers, churn, refunds and traffic for one account.
New Paying Customer — Triggers when someone pays you for the first time, with their plan, MRR and the channel they signed up through (source, campaign, first touch).

Show 5 more triggers

New Signup — Triggers when someone signs up on your tracked site, with their email and where they came from (source, campaign, referrer, landing page).
New Weekly Growth Summary — Triggers every Monday with last week's overview by channel: which brought the most visits, signups and new MRR, which grew or slowed down, and where to focus next.
Payment Failed — Triggers when a customer's payment fails, with their name, email, the amount and the decline reason - in time to reach out before the subscription lapses.
Payment Recovered — Triggers when a payment goes through after failing - use it to stop a dunning sequence started by Payment Failed.
Subscription Canceled — Triggers instantly when a customer cancels or schedules a cancellation, with their plan, the MRR at risk and when their access ends.

Look up existing records

Find Customer — Finds a customer by email: their MRR, plan status, lifetime revenue, failed payments and the channel they came from.
Get Business Snapshot — Gets the headline business review: MRR, new subscribers, churn, refunds, revenue concentration, at-risk customers and top traffic sources.
Get Current MRR — Gets your current MRR and ARR.
Get Daily Summary — Gets one day's revenue, MRR, subscribers, churn, refunds and traffic, with comparisons.
Get Revenue by Source — Gets which channels, campaigns or posts brought paying customers and the MRR they bring today.