Integration

Connect Chaport to ChartMogul

When something happens in Chaport, 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.

Chaport8 triggersChaport12 actionsChartMogul24 actions

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What do you want Chaport 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 Chaport and ChartMogul

Triggers and actions 8 triggers · 36 actions

Trigger
Chat Closed (instant)
Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat Finished
Triggers when chat is finished.
Trigger
Chat Stage Updated (instant)
Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
Trigger
Message Read (instant)
Fires when a message is read. Webhook event: message.read.
Trigger
New Chat Started
Triggers when chat is started.
Trigger
New Message Sent (instant)
Fires when a new message is sent in a chat. Webhook event: message.sent.
Trigger
New Visitor (instant)
Fires when a new visitor is created. Webhook event: visitor.created.
Trigger
Visitor Updated
Triggers when visitor data is updated.
Action
Create an Operator
Adds a new operator to your Chaport account and returns the created operator.
Action
Delete a Message
Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an Operator
Removes an operator from your Chaport account.
Action
List Operators
Returns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List Visitors
Returns the visitors in your Chaport account, one page at a time.
Action
Retrieve an Operator
Returns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a Visitor
Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor Chat
Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a Message
Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an Operator
Updates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a Visitor
Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
Action
Update Operator Status
Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.
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 Chaport