Connect ChartMogul and Office 365 to Build Intelligent Automations

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ChartMogul

When this happens...

Choose an Action

Office 365

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when new contact is created.

Request a new Trigger for ChartMogul

Do thisActions

Action is the task that follows automatically within your ChartMogul integrations.

Create a Contact

Create a Contact

Creates a contact object in ChartMogul under a specified customer within the selected data_source.

Create a Customer

Create a Customer

Creates a customer object in ChartMogul under the specified data_source.

Search Customer by Email

Search Customer by Email

Searches for a customer by email

Search Customer via External Id

Search Customer via External Id

Searches for a customer profile via customer's external id

Retrieve a Metric

Retrieve a Metric

Retrieves the specified metrics for the specified time

Retrieve a Customer Profile

Retrieve a Customer Profile

Retrieves a customer profile using customer UUID

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Step by step guides to integrate ChartMogul and Office 365

Frequently Asked Questions

How do I start an integration between ChartMogul and Office 365?

To start, connect both your ChartMogul and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in ChartMogul triggers actions in Office 365 (or vice versa).

Can we customize how data from ChartMogul is recorded in Office 365?

Absolutely. You can customize how ChartMogul data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ChartMogul and Office 365?

The data sync between ChartMogul and Office 365 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ChartMogul to Office 365?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ChartMogul and Office 365?

Yes, you can set conditional logic to control the flow of data between ChartMogul and Office 365. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ChartMogul

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.

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Office 365

About Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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