--- title: "Connect folk to ChartMogul - APIANT.ai" description: "When \"Company Added\" fires in folk, your agent runs \"Add a Custom Attribute to a Customer via Email\" in ChartMogul." canonical: "https://apiant.ai/connect/folk-to-chartmogul" --- # Connect folk to ChartMogul When **Company Added** fires in [folk](https://apiant.ai/connections/folk), 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. folk **11** triggers folk **16** 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 folk 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 folk can start in ChartMogul - When **Company Added** in folk then **Add a Custom Attribute to a Customer via Email** in ChartMogul - When **Company Custom Field Updated** in folk 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 folk and ChartMogul ## Triggers and actions 11 triggers · 40 actions - Trigger **Company Added** Triggers when a new company is created or added to a group. - Trigger **Company Custom Field Updated** Triggers when a company custom field (for example tag, status, text, assignee) is updated. - Trigger **Company Removed** Triggers when a company is deleted from the workspace or removed from a group. - Trigger **Company Updated** Triggers when a company basic field (like name, email or URL) in a group is updated. - Trigger **Deal Added** Fires when a new deal is created. - Trigger **Deal Removed** Fires when a deal is deleted from a pipeline. - Trigger **Deal Updated** Fires when a deal is updated (stage change, field update). - Trigger **Person Added** Triggers when a new person is created or added to a group. - Trigger **Person Custom Field Updated** Triggers when a person custom field (for example tag, status, text, assignee) is updated. - Trigger **Person Removed** Triggers when a person is deleted from the workspace or removed from a group. - Trigger **Person Updated** Triggers when a person basic field (like first name, job title, email or URL) in a group is updated. - Action **Create Company** Creates a company in folk, optionally adding it to a group and setting that group's custom fields. - Action **Create Deal** Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields. - Action **Create Group** Creates a group in folk. A default "All people" table view is added to the group automatically. - Action **Create Note** Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note. - Action **Create Person** Creates a person in folk, optionally adding them to a group and setting that group's custom fields. - Action **Create Reminder** Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule. - Action **Delete Company** Deletes a company from folk by its id. - Action **Delete Person** Deletes a person from folk by their id. This also removes their custom fields, notes and associations. - Action **Find a Company** Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping. - Action **Find a Person** Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping. - Action **Get a Company** Fetches one folk company by id, including its custom field values. - Action **Get a Note** Fetches one folk note by id, with its text, author and the record it is attached to. - Action **Get a Person** Fetches one folk person by id, including their custom field values. - Action **List Groups** Returns the groups in the folk workspace, with each group's id, name and visibility. - Action **Update Company** Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list. - Action **Update Person** Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list. - 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 - [ **folk** folk is the next generation CRM for teams](https://apiant.ai/connections/folk) - [ **ChartMogul** ChartMogul helps you measure, understand and grow your subscription business.](https://apiant.ai/connections/chartmogul) Reviews ## What our customers say ## More from folk - [ **folk to OpenRouter** OpenRouter is a unified interface to AI models.](https://apiant.ai/connect/folk-to-openrouter) - [ **folk to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/folk-to-hubspot) - [ **folk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/folk-to-salesforce) - [ **folk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/folk-to-slack) - [ **folk to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/folk-to-google-sheets) - [ **folk to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/folk-to-gmail) ## 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 ## folk and ChartMogul, answered ### ### What can start an automation from folk? Any of folk's 11 triggers in the catalog, including Company Added, Company Custom Field Updated, Company Removed and Company 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 folk? 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 folk? ChartMogul has no triggers in the catalog today, so automations start in folk. 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 folk 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 folk 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.