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Create integrations between ChartMogul and Way We Do
Create a Contact in Chartmogul when New Comment in Way We Do
Create a Customer in Chartmogul when New Comment in Way We Do
Search Customer by Email in Chartmogul when New Comment in Way We Do
Search Customer via External Id in Chartmogul when New Comment in Way We Do
Retrieve a Metric in Chartmogul when New Comment in Way We Do
Retrieve a Customer Profile in Chartmogul when New Comment in Way We Do
List Customer's Opportunities from ChartMogul when New Comment in Way We Do
Update an Opportunity in Chartmogul when New Comment in Way We Do
Update a Note or call log in Chartmogul when New Comment in Way We Do
Update a Customer in Chartmogul when New Comment in Way We Do
Actions and Triggers
When this happensTriggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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