--- title: "Connect Busybusy to ChartMogul - APIANT.ai" description: "When \"Certifications: Certification Updated\" fires in Busybusy, your agent runs \"Add a Custom Attribute to a Customer via Email\" in ChartMogul." canonical: "https://apiant.ai/connect/busybusy-to-chartmogul" --- # Connect Busybusy to ChartMogul When **Certifications: Certification Updated** fires in [Busybusy](https://apiant.ai/connections/busybusy), your agent runs **Add a Custom Attribute to a Customer via Email** in [ChartMogul](https://apiant.ai/connections/chartmogul). Describe the whole flow and it is built, tested on every scenario and kept running. Busybusy **6** triggers Busybusy **27** actions ChartMogul **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Busybusy and ChartMogul to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Busybusy can start in ChartMogul - When **Certifications: Certification Updated** in Busybusy then **Add a Custom Attribute to a Customer via Email** in ChartMogul - When **Certifications: New Certification Created** in Busybusy then **Add a Custom Attribute to a Customer via External ID** in ChartMogul Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Busybusy and ChartMogul ## Triggers and actions 6 triggers · 51 actions - Trigger **Certifications: Certification Updated** Triggers when a certification is created or updated in Busybusy. - Trigger **Certifications: New Certification Created** Triggers when a new certification type is created in Busybusy. - Trigger **Employee Created** Triggers when a new employee (member) is added to your busybusy organization. - Trigger **Employee Updated** Triggers when an employee in busybusy is created or changed. - Trigger **Project Created** Triggers when a new project is created in busybusy. - Trigger **Project Updated** Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived. - Action **Archive Employee** Archives an employee (member) in busybusy by setting their archived date. - Action **Archive Project** Archives a project in Busybusy by setting its archived date. - Action **Certifications: Create Certification** Creates a certification type in your Busybusy organization that employees can later be certified against. - Action **Certifications: Create Employee Certification** Records that an employee holds a certification, with its issue, renewal and expiry dates. - Action **Certifications: Delete Certification** Deletes a certification from your Busybusy organization by marking it deleted. - Action **Certifications: Renew Employee Certification** Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date. - Action **Certifications: Search Certifications** Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications. - Action **Certifications: Update Certification** Updates an existing certification's name, description, renewal period or documentation settings. - Action **Certifications: Update Employee Certification** Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to. - Action **Create Break Entry** Creates a break on an existing busybusy time entry, with its start time and optional end time. - Action **Create Budget** Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment. - Action **Create Cost Code Group** Creates a cost code group in busybusy for organizing cost codes. - Action **Create Employee** Creates a new employee (member) in your busybusy organization. - Action **Create Equipment** Creates a piece of equipment in busybusy with its name, model, serial number and tracking options. - Action **Create Project** Creates a new project in busybusy. - Action **Create Time Entry** Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment. - Action **Search Break Entries** Returns the break entries that match the filters you supply, such as a time entry, start time or paid status. - Action **Search Employee (Single)** Finds a single employee by ID and returns the first matching employee record. - Action **Search Employees (Multiple)** Returns the employees that match the filters you supply, such as name, username, employee number or group. - Action **Search Projects (Multiple)** Returns all projects matching the given title, parent project, ID or dates. - Action **Unarchive Cost Code** Restores an archived cost code so it is active again. - Action **Unarchive Employee** Restores an archived employee in busybusy so they are active again. - Action **Unarchive Project** Restores an archived project in Busybusy so it is active again. - Action **Update Cost Code** Updates an existing cost code's title, code, unit, group, insurance classes or custom fields. - Action **Update Employee** Updates an existing busybusy employee's name, username, contact details, position, employee number or group. - Action **Update Equipment** Updates an existing piece of equipment in busybusy, changing only the details you fill in. - Action **Update Project** Updates an existing project's name, parent project, or archive date in busybusy. - 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 - [ **Busybusy** Busybusy is the perfect time tracking & job costing app built BY construction companies FOR construction...](https://apiant.ai/connections/busybusy) - [ **ChartMogul** ChartMogul helps you measure, understand and grow your subscription business.](https://apiant.ai/connections/chartmogul) Reviews ## What our customers say ## More from Busybusy - [ **Busybusy to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/busybusy-to-hubspot) - [ **Busybusy to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/busybusy-to-salesforce) - [ **Busybusy to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/busybusy-to-slack) - [ **Busybusy to Google Sheets** Google Sheets](https://apiant.ai/connect/busybusy-to-google-sheets) - [ **Busybusy to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/busybusy-to-gmail) - [ **Busybusy to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/busybusy-to-google-calendar) ## More into ChartMogul - [ **HubSpot to ChartMogul** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-chartmogul) - [ **Salesforce to ChartMogul** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-chartmogul) - [ **Slack to ChartMogul** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-chartmogul) - [ **Google Sheets to ChartMogul** Google Sheets](https://apiant.ai/connect/google-sheets-to-chartmogul) - [ **Gmail to ChartMogul** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-chartmogul) - [ **Google Calendar to ChartMogul** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-chartmogul) Questions ## Busybusy and ChartMogul, answered ### ### What can start an automation from Busybusy? Any of Busybusy's 6 triggers in the catalog, including Certifications: Certification Updated, Certifications: New Certification Created, Employee Created and Employee Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ChartMogul when something happens in Busybusy? Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ChartMogul to Busybusy? ChartMogul has no triggers in the catalog today, so automations start in Busybusy. If you need the other direction, ask: your agent reads ChartMogul's API documentation and adds it. ### ### Do I have to build a connector for Busybusy or ChartMogul? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Busybusy and ChartMogul without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.