--- title: "Connect Flashquotes to ChartMogul - APIANT.ai" description: "When \"Updated Event Staff\" fires in Flashquotes, your agent runs \"Add a Custom Attribute to a Customer via Email\" in ChartMogul." canonical: "https://apiant.ai/connect/flashquotes-to-chartmogul" --- # Connect Flashquotes to ChartMogul When **Updated Event Staff** fires in [Flashquotes](https://apiant.ai/connections/flashquotes), 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. Flashquotes **2** triggers Flashquotes **9** 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 Flashquotes 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 Flashquotes can start in ChartMogul - When **Updated Event Staff** in Flashquotes then **Add a Custom Attribute to a Customer via Email** in ChartMogul - When **Updated Event Timeline** in Flashquotes 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 Flashquotes and ChartMogul ## Triggers and actions 2 triggers · 33 actions - Trigger **Updated Event Staff** Triggers when the staff assigned to an event change. Returns the event and its current staff. - Trigger **Updated Event Timeline** Triggers when an event's timeline changes, including its service or shift times and its prep, travel, setup, cleanup or unload durations. - Action **Get Event** Returns a single Flashquotes event by its id, optionally including related details such as its location, staff, services, checklists and booking. - Action **Get Form Response** Returns the answers submitted on a Flashquotes form response, keyed by each question's title. - Action **Get Invoices** Returns all invoices for a booking, including each invoice's number, status, due date, amounts and viewing link. - Action **Get quote** Returns a quote by ID with its live total price, dates, status details and event information, plus any related records you ask to include. An error occurs if the quote is not found. - Action **Get resource** Returns a single Flashquotes resource, such as a piece of equipment or a bookable item, by its ID, including its name, category, status and location. - Action **Get staff member** Returns one staff member by ID, including their contact details, role and status. Inactive staff are returned too. - Action **List Events** Returns your company's Flashquotes events, newest first, optionally narrowed by service start time, creation date, location or booking. - Action **List quotes** Returns quote summaries for your company with live totals, newest first, optionally filtered by contact, location, booking, event type or date range. - Action **List resources** Returns the resources for your company, newest first, optionally only those at one location. - 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 - [ **Flashquotes** Flashquotes is a quoting and booking platform for event businesses.](https://apiant.ai/connections/flashquotes) - [ **ChartMogul** ChartMogul helps you measure, understand and grow your subscription business.](https://apiant.ai/connections/chartmogul) Reviews ## What our customers say ## More from Flashquotes - [ **Flashquotes to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/flashquotes-to-hubspot) - [ **Flashquotes to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/flashquotes-to-salesforce) - [ **Flashquotes to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/flashquotes-to-slack) - [ **Flashquotes to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/flashquotes-to-google-sheets) - [ **Flashquotes to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/flashquotes-to-gmail) - [ **Flashquotes to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/flashquotes-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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Flashquotes and ChartMogul, answered ### ### What can start an automation from Flashquotes? Any of Flashquotes's 2 triggers in the catalog, including Updated Event Staff and Updated Event Timeline. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ChartMogul when something happens in Flashquotes? 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 Flashquotes? ChartMogul has no triggers in the catalog today, so automations start in Flashquotes. 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 Flashquotes 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 Flashquotes 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.