Connect Template To and ChartMogul to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create a Contact
Create a Customer
Search Customer by Email
Search Customer via External Id
Retrieve a Metric
Retrieve a Customer Profile
List Customer's Opportunities
Update an Opportunity
Update a Note or call log
Update a Customer
Update a Contact
Merge Customers
Create an Opportunity
Create a Note or Call Log
Add Tags to a Customer
Add Tags to a Customer via External Id
Add Tags to a Customer via Email
Add Custom Attributes to a Customer via UUID
Add Custom Attribute to a Customer via external id
Add Custom Attributes to Customers by Email
List Sources
List Customers
List Customers by Email
List Contacts
List Opportunities
List Plans
List Subscription Events
List Invoices
All Key Metrics
Get MRR
Get ARR
Get ARPA
Get ASP
Get Customer Count
Ready to use Template To and ChartMogul automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create a Contact
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Know More About Templateto and Chartmogul Integrations
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Frequently Asked Questions
To start, connect both your Template To and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Template To data is recorded in ChartMogul. This includes choosing which data fields go into which fields of ChartMogul, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and ChartMogul typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Template To and ChartMogul. 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.
About Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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
