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Create integrations between ChartMogul and MyDocSafe
Create a Contact in Chartmogul when Document is Signed in Mydocsafe
Create a Customer in Chartmogul when Document is Signed in Mydocsafe
Search Customer by Email in Chartmogul when Document is Signed in Mydocsafe
Search Customer via External Id in Chartmogul when Document is Signed in Mydocsafe
Retrieve a Metric in Chartmogul when Document is Signed in Mydocsafe
Retrieve a Customer Profile in Chartmogul when Document is Signed in Mydocsafe
List Customer's Opportunities from ChartMogul when Document is Signed in Mydocsafe
Update an Opportunity in Chartmogul when Document is Signed in Mydocsafe
Update a Note or call log in Chartmogul when Document is Signed in Mydocsafe
Update a Customer in Chartmogul when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Create a Contact
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Create a Customer
Creates a customer object in ChartMogul under the specified data_source.
Search Customer by Email
Searches for a customer by email
Search Customer via External Id
Searches for a customer profile via customer's external id
Retrieve a Metric
Retrieves the specified metrics for the specified time
Retrieve a Customer Profile
Retrieves a customer profile using customer UUID
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Frequently Asked Questions
About ChartMogul
ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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