Integration

Connect Benetics to ChartMogul

When something happens in Benetics, your agent does the next thing in ChartMogul. Describe it in plain language and the automation is built, tested on every branch and kept running.

Benetics4 triggersBenetics25 actionsChartMogul24 actions

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What do you want Benetics and ChartMogul to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Benetics and ChartMogul

Triggers and actions 4 triggers · 49 actions

Trigger
New Project
Triggers when a new project is created.
Trigger
New Task
Triggers when a new task is created.
Trigger
Updated Project
Triggers when a project is updated.
Trigger
Updated Task
Triggers when a task is updated.
Action
Add Plan Version
Upload a new version of a plan. POST /plans/{plan_id}/versions.
Action
Add Project Member
Add a member to a project. POST /projects/{project_id}/members.
Action
Add Task
Create a new task on a project. POST /projects/{project_id}/tasks.
Action
Create Project
Creates a new project.
Action
Delete Document
Delete a document. DELETE /projects/{project_id}/documents/{document_id}.
Action
Delete Plan
Delete a plan. DELETE /plans/{plan_id}.
Action
Delete Plan Version
Remove one version of a plan from a project.
Action
Delete Project
Delete a project. DELETE /projects/{project_id}.
Action
Delete Project Member
Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
Action
Delete Task
Delete a task. DELETE /tasks/{task_id}.
Action
Document Upload
Upload a document
Action
Get Project
Get a single project by id. GET /projects/{project_id}.
Action
Get Report
Get a single report by id. GET /reports/{report_id}.
Action
Get Task
Get a single task by id. GET /tasks/{task_id}.
Action
List Members
List members of the organization. GET /members.
Action
List Project Members
List members assigned to a project. GET /projects/{project_id}/members.
Action
List Projects
List projects in the organization. GET /projects.
Action
List Reports
List reports for a project. GET /projects/{project_id}/reports.
Action
List Tasks
List tasks for a project. GET /projects/{project_id}/tasks.
Action
Plan Upload
Upload a plan
Action
Update Document
Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
Action
Update Plan
Update a plan's fields. PATCH /plans/{plan_id}.
Action
Update Project
Update a project's fields. PATCH /projects/{project_id}.
Action
Update Task
Update a task's fields. PATCH /tasks/{task_id}.
Action
Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
Action
Add a Custom Attribute to a Customer via Email
Adds a custom attribute to every ChartMogul customer with the given email address.
Action
Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
Action
Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
Action
Add Tags to a Customer via External ID
Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
Action
Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Create a Contact
Creates a contact person on a ChartMogul customer.
Action
Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
Action
Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
Action
Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
Action
Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
Action
List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
Action
List Customer's Tasks
Returns the tasks on a ChartMogul customer.
Action
Merge Customers
Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
Action
Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
Action
Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
Action
Search Contacts
Finds ChartMogul contacts by email, customer or data source.
Action
Search for Customer via Email
Finds ChartMogul customers by email address.
Action
Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
Action
Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
Action
Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
Action
Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
Action
Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
Action
Update a Task
Updates a task on a ChartMogul customer. Only the fields you fill in are changed.

Each app on its own

The other way round: ChartMogul to Benetics