Create integrations between ShareFile and ChartMogul
Create a Contact in Chartmogul when New File in ShareFile
Create a Customer in Chartmogul when New File in ShareFile
Search Customer by Email in Chartmogul when New File in ShareFile
Search Customer via External Id in Chartmogul when New File in ShareFile
Retrieve a Metric in Chartmogul when New File in ShareFile
Retrieve a Customer Profile in Chartmogul when New File in ShareFile
List Customer's Opportunities from ChartMogul when New File in ShareFile
Update an Opportunity in Chartmogul when New File in ShareFile
Update a Note or call log in Chartmogul when New File in ShareFile
Update a Customer in Chartmogul when New File in ShareFile
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
Create Folder
Creates a folder in the chosen folder.
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.
Frequently Asked Questions
About ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
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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