Create integrations between EasyPractice and ChartMogul
Create a Contact in Chartmogul when New Client in EasyPractice
Create a Customer in Chartmogul when New Client in EasyPractice
Search Customer by Email in Chartmogul when New Client in EasyPractice
Search Customer via External Id in Chartmogul when New Client in EasyPractice
Retrieve a Metric in Chartmogul when New Client in EasyPractice
Retrieve a Customer Profile in Chartmogul when New Client in EasyPractice
List Customer's Opportunities from ChartMogul when New Client in EasyPractice
Update an Opportunity in Chartmogul when New Client in EasyPractice
Update a Note or call log in Chartmogul when New Client in EasyPractice
Update a Customer in Chartmogul when New Client in EasyPractice
Actions and Triggers
When this happensTriggers
New Client
Triggers when a new client is created.
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 EasyPractice
EasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.
Learn MoreAbout 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 More
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