Connect ChartMogul and Shortcut to Build Intelligent Automations

Choose a Trigger

ChartMogul

When this happens...

Choose an Action

Shortcut

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Category

New Category

Triggers when a new Category is Created.

New Story

New Story

Triggers when a new Story is Created.

New Epic

New Epic

Triggers when a new epic is created.

New Label

New Label

Triggers when a new label 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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Frequently Asked Questions

How do I start an integration between ChartMogul and Shortcut?

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

Can we customize how data from ChartMogul is recorded in Shortcut?

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

How often does the data sync between ChartMogul and Shortcut?

The data sync between ChartMogul and Shortcut 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 Shortcut?

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 Shortcut?

Yes, you can set conditional logic to control the flow of data between ChartMogul and Shortcut. 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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Shortcut

About Shortcut

Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.

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