Integration

Connect Calendly to ChartMogul

When something happens in Calendly, 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.

Calendly2 triggersCalendly18 actionsChartMogul24 actions

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What do you want Calendly and ChartMogul to do together?

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Everything your agent can do with Calendly and ChartMogul

Triggers and actions 2 triggers · 42 actions

Trigger
Canceled scheduled event (polling)
Triggers when a scheduled event is canceled.
Trigger
New scheduled event (polling)
Triggers when a new scheduled event is created.
Action
Cancel scheduled event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Create single-use scheduling link
Creates a single-use booking link that allows one person to schedule an event.
Action
Get current user
Returns the authenticated user's profile including name, email, timezone, and scheduling URL.
Action
Get event type
Returns details for the specified event type.
Action
Get invitee
Returns details about a specific invitee for a scheduled event.
Action
Get invitee next scheduled event
Gets the next scheduled event for the invitee specified by their email.
Action
Get scheduled event
Returns details about a specific scheduled event.
Action
Get user availability schedule
Returns details for the specified user availability schedule.
Action
List event invitees
Returns the list of invitees for a scheduled event, optionally filtered by status.
Action
List event type availability schedules
Returns the event type's availability schedules.
Action
List event types
Returns your calendar's event type templates, optionally filtered by scope and active status.
Action
List organization memberships
Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role.
Action
List scheduled events
Returns scheduled events, filterable by scope, status, date range, and invitee email.
Action
List user availability schedules
Returns the user's availability schedules.
Action
List webhook subscriptions
Returns all webhook subscriptions for your organization.
Action
Mark invitee as no-show
Records that an invitee did not attend their scheduled event.
Action
Undo invitee no-show
Removes a no-show marking from an invitee.
Action
Update event type availability schedule
Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host.
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 Calendly