Automate ChartMogul for free on Stepper

New Customer

Triggers when a new customer is created in ChartMogul.

• 1 parameters
• Data Source

New Opportunity

Triggers when a new sales opportunity is created in ChartMogul.

Create Customer

Creates a new customer in ChartMogul under the specified data source.

• 12 parameters
• Data Source
• External ID
• Company
• Country
• State
• City
• Zip Code
• Lead Created At
• Free Trial Started At
• Owner Email
• Website URL
• Status

Update Customer

Updates an existing customer in ChartMogul.

• 11 parameters
• Customer
• Company
• Country
• State
• City
• Zip Code
• Lead Created At
• Free Trial Started At
• Owner Email
• Website URL
• Status

Find Customer by Email

Finds a customer in ChartMogul by email address. Returns the first matching customer.

• 1 parameters
• Email

List Customers

Returns a paginated list of customers. Optionally filter by status or data source.

• 2 parameters
• Data Source
• Status

Create Contact

Creates a contact for a customer in ChartMogul.

• 11 parameters
• Customer
• Data Source
• First Name
• Last Name
• Email
• Title
• Phone
• LinkedIn URL
• Twitter URL
• Notes
• External ID

Update Contact

Updates an existing contact in ChartMogul.

• 7 parameters
• Contact
• First Name
• Last Name
• Email
• Title
• Phone
• Notes

Create Opportunity

Creates a sales opportunity for a customer in ChartMogul. Requires a CRM Pro seat API key.

• 10 parameters
• Customer
• Owner Email
• Pipeline
• Pipeline Stage
• Estimated Close Date
• Currency
• Amount (cents)
• Type
• Forecast Category
• Win Likelihood (%)

Update Opportunity

Updates an existing sales opportunity in ChartMogul.

• 7 parameters
• Opportunity
• Pipeline Stage
• Estimated Close Date
• Amount (cents)
• Type
• Forecast Category
• Win Likelihood (%)

List Opportunities

Returns a paginated list of sales opportunities. Optionally filter by customer, owner, or pipeline.

• 3 parameters
• Customer
• Owner Email
• Pipeline

Create Task

Creates a task associated with a customer in ChartMogul.

• 5 parameters
• Customer
• Task Details
• Assignee Email
• Due Date
• Completed At

Get All Key Metrics

Retrieves all key SaaS metrics (MRR, ARR, churn, LTV, ARPA, customer count) for a specified date range.

• 5 parameters
• Start Date
• End Date
• Interval
• Countries
• Plans

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.