Integrating ChartMogul with n8n

The ChartMogul n8n node allows you to use the capabilities of our API without writing a single line of code. Build powerful workflows that connect ChartMogul with hundreds of other apps and services.

Here's what we cover in this article:

• What is n8n?
• Before you begin
• Adding a ChartMogul node
• Available actions
• Example workflows

What is n8n?

n8n is a workflow automation platform that allows you to create connections between apps that normally don’t communicate with each other. n8n works by connecting individual nodes (each representing an app, service or action) into automated workflows, allowing data to pass between the steps.

Before you begin

• Create a read & write API key in ChartMogul.
• Learn how to create workflows in n8n.

Adding a ChartMogul node

The ChartMogul n8n node is a verified node that you can use directly within n8n.

To add a ChartMogul node to your n8n workflow:

1. Click the plus sign button to open the nodes panel.

   

2. Search for ChartMogul and select the node from the list.
3. Select one of the listed Actions. Each action corresponds to a specific API endpoint.
4. Under Credential to connect with, select a previously added credential or choose + Create a new credential.

5. If creating a new credential, paste your ChartMogul read & write API key in the API Key field and select Save.

   

6. Complete the fields for your selected action:
   • Enter values manually or use inputs from previous nodes.
   • Click Add Field to configure additional fields.

   • Find the required and optional fields for each action in our API documentation.

     

7. Click Execute step to test your step and view the data it outputs. Use the output data in subsequent nodes.

Available actions

The ChartMogul n8n node focuses on actions that help you interface with ChartMogul CRM, each mirroring a specific endpoint in our API.

Here’s a list of the available node actions with links to the corresponding API documentation:

Account actions

• Get account details

Contact actions

• Create a contact
• Delete a contact
• List contacts
• Retrieve a contact
• Update a contact

Customer actions

• Add a contact to a customer
• Create a customer
• Delete a customer
• List activities of a customer
• List invoices of a customer
• List all customers
• List customers by email
• Merge customers
• Retrieve a customer
• Unmerge customers
• Update a customer

Enrichment actions

• Add custom attributes to a customer
• Add custom attributes to a customer by email
• Add tags to a customer
• Add tags to a customer by email
• Remove custom attributes from a customer
• Remove tags from a customer
• Retrieve tags and attributes of a customer

Notes and call log actions

• Create a note or call log
• Delete a note or call log
• List notes and call logs
• Retrieve a note or call log
• Update a note or call log

Opportunity actions

• Create an opportunity
• Delete an opportunity
• List opportunities
• Retrieve an opportunity
• Update an opportunity

Source actions

• Create a source
• List all sources
• Retrieve a source
• Delete a source

Task actions

• Create a task
• Delete a task
• List tasks
• Retrieve a task
• Update a task

Example workflows

The ChartMogul n8n node enables you to build versatile automation workflows. Below are some simple examples.

Newsletter subscriber tracking

When someone subscribes to your Mailchimp newsletter, create a ChartMogul customer and add an opportunity to their record:

1. Add a Mailchimp “On subscribe” trigger and set User as the Source.
2. Add a ChartMogul “Create a customer” step. Use data from the previous step as customer credentials.
3. Add a ChartMogul “Create an opportunity” step, using the Customer UUID from the previous step.

Feedback documentation

When a customer leaves feedback through Typeform, add it as a note to their ChartMogul record:

1. Add a Typeform trigger and select your form in the Form Name or ID field. In addition to feedback, your form should also collect the customer’s email.
2. Add a ChartMogul “List contact” step. Under Filter options, provide the customer’s Email from the previous step.
3. Add a ChartMogul “Create a note or call log” step:
   • Provide the Customer UUID from the previous step.
   • Add feedback from the Typeform trigger to the Text field.

Demo request management

When someone books a demo through Calendly, create a customer and add a pre-demo research task:

1. Add a Calendly “On event created” trigger.
2. Add a ChartMogul “Create a customer” step. Use data from the previous step as customer credentials.
3. Add a ChartMogul “Create a task” step:
   • Use the Customer UUID from the previous step.
   • Use the Calendly event time as the Due Date for the task.