Getting started with ChartMogul and Zapier

ChartMogul's Zapier integration lets you automate data workflows in ChartMogul — no code required. Connect ChartMogul to apps like HubSpot, Intercom, and Zendesk using our API.

Here's what this article covers:

How Zapier Works with ChartMogul

Zapier is a no-code automation tool that lets you create connections — called Zaps — between apps that don't natively communicate with each other. Each Zap runs automatically when a trigger event fires in one app, then performs an action in another.

Authenticating your ChartMogul account

  1. Create a read & write API key in ChartMogul. You need Admin permissions to do this.
  2. Log in to your Zapier account, navigate to App Connections, and click + Add connection.
  3. Search for “ChartMogul”, select the ChartMogul app, and click Add connection.
  4. In the authentication window that appears, enter your API key in the API Key field, then click Yes, Continue to ChartMogul.
  5. If successful, the connection will be set up, and ChartMogul will appear on the App Connections page.
  6. Select ChartMogul, then click the vertical ellipsis icon to open connection settings. Zapier assigns a name automatically — click Rename to change it.
  7. Select Test connection to confirm the authentication is working successfully.

Setting up a ChartMogul Zap

  1. Log into Zapier and go to ChartMogul Integrations. Search for the app you want to connect with ChartMogul and click Connect these apps.
  2. Once you’ve set up your trigger, click your ChartMogul action.
  3. Select a ChartMogul account in the Account field.
  4. Select the Action event for your action and click Continue.
  5. Follow configuration steps specific to the selected event.

Screenshot of the menu for selecting ChartMogul actions.

Available events

Choose your Zaps’ actions from the following ChartMogul events:

Event name Description
Add a Custom Attribute to a Customer via Email Adds a custom attribute to a customer using their email address.
Add a Custom Attribute to a Customer via External ID Adds a custom attribute to a customer using their external ID (unique ID retrieved from the billing system or entered manually).
Add a Custom Attribute to a Customer via UUID Adds a custom attribute to a customer using their UUID (automatically generated ChartMogul ID).
Add Tags to a Customer via Email Adds tags to a customer using their email address.
Add Tags to a Customer via External ID Adds tags to a customer using their external ID.
Add Tags to a Customer via UUID Adds tags to a customer using their UUID.
Create a Contact Adds a contact to a customer using the customer and source UUIDs.
Create a Customer Adds a customer to a source using the source UUID.
Create a Note or Call Log Adds a note or call log to a customer using the customer UUID.
Create an Opportunity Creates an opportunity for a customer using the customer UUID.
Create a Task Creates a task for a team member using their email address and a customer UUID.
Merge Customers Merges two customers using their UUIDs.
Update a Contact Updates contact details (such as their name, email, phone number, or social media links) using the contact UUID.
Update a Customer Updates customer details (such as their name, country, city, or lead and trial dates) using the customer UUID.
Update a Note or Call Log Updates note or call log details (such as its content, author, duration (for calls), or creation and update times) using the note or call log UUID.
Update an Opportunity Updates an opportunity using its UUID.
Update a Task Updates a task using its UUID.

List Customer’s Opportunities


 Lists opportunities for a customer using the customer UUID.
Retrieve a Customer Profile Retrieves the details of a customer using the customer UUID.
Retrieve a Metric

Retrieves a chosen metric or all key metrics at once for a specified period. Available metrics:
Search for Customer via Email Searches for a customer using their email.
Search for Customer via External ID Searches for a customer using their external ID.
List Customer’s Tasks Lists tasks for a customer using the customer UUID.

Example Workflows to Get You Started

Browse Zapier's complete list of apps to find more automation ideas. Here are a few to get you started:

  • Import NPS scores from Custify as custom attributes to identify customers who may be a churn risk
  • Tag customers who subscribe to your newsletter in HubSpot to see who is engaged with your marketing content
  • Tag customers when they open a ticket in Zendesk to identify who may need more personalized support sessions

Write to us to share how you use Zapier with ChartMogul.

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