Getting started with ChartMogul and Zapier

The Zapier integration gives you the ability to automate adding data to ChartMogul using our API without writing a single line of code. Easily build integrations with HubSpot, Intercom, Zendesk, and more.

Here’s what we cover in this article:

What is Zapier?

Zapier allows you to easily make connections, called “Zaps”, between apps that normally don’t communicate with each other. A free account allows you to create five zaps and process 100 tasks per month.

Authenticating your ChartMogul account

  1. Admins can connect ChartMogul with Zapier by first creating a read & write API key.
  2. Log in to your Zapier account and navigate to Apps.
  3. Search for “ChartMogul” and select the ChartMogul app.
  4. Click Connect.
  5. A window will pop up for authenticating your account. Enter your API key in the API Key field. Click Yes, Continue to ChartMogul to authenticate your account.
  6. If successful, the connection will be set up and ChartMogul will appear on the Apps page.

  7. Select ChartMogul and then click the ellipsis icon to access the connection settings. Zapier automatically assigns a name for the connection but you have the option here to Edit connection name.
  8. 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.
    Screenshot of the ChartMogul step of a Zap.
  3. Select the Event for your action and click Continue.
  4. Follow configuration steps specific to the selected event.

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 by a user).
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.
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.
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.

Example workflows

Review Zapier’s complete list of apps to build Zaps that automate and streamline operations such as:

  • 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

To help you get started, review our tutorials for using Zapier to:

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

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