Connect eSignatures to ChartMogul

Both apps 39eSignatures 15ChartMogul 24

• Trigger
  Contract Signed

  Triggers when a contract is signed by all signers.

• Trigger
  Contract Withdrawn

  Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".

• Trigger
  Signer Declined Signature

  Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".

• Trigger
  Signer Viewed Contract

  Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".

• Action
  Add Signer

  Add a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).

• Action
  Add Template

  Create a new reusable contract template. POST /api/templates (Templates - New).

• Action
  Create Contract

  Creates a new contract.

• Action
  Delete Signer

  Remove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).

• Action
  Delete Template

  Delete a contract template. DELETE /api/templates/:id (Templates - Delete).

• Action
  Get Contract

  Retrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).

• Action
  Get Template

  Retrieve a contract template's details. GET /api/templates/:id (Templates - Query).

• Action
  List Templates

  List all contract templates in the account. GET /api/templates (Templates - List).

• Action
  Send Contract Draft

  Send a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).

• Action
  Update Template

  Update an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).

• Action
  Withdraw Contract

  Withdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.