Integration
Connect Grist to ChartMogul
When something happens in Grist, 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.
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What do you want Grist 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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Connect Claude CodeEverything your agent can do with Grist and ChartMogul
Triggers and actions 4 triggers · 45 actions
Trigger
New or Updated RecordTriggered when a row in a Grist table is created or updated.
- New or Updated Record (Instant)
Triggers when a Record is updated, or a new Record is added.
- New Record
Triggered when a new row is added to a Grist table.
- New Record (Instant)
Triggers when a new Record is created
- Add Column
Adds a column to a table in a Grist document.
- Add Table
Creates a new table in a Grist document, optionally with a starting set of columns.
- Create Document
Creates a new document in a Grist workspace and returns its document ID.
- Create or Update Record
Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
- Create Record
Adds a new row to a Grist table and returns its row ID.
- Create Workspace
Creates a new workspace in a Grist organization and returns its ID.
- Delete Document
Deletes a Grist document permanently.
- Delete Records
Deletes one or more rows from a Grist table by row ID.
- Delete Workspace
Deletes a Grist workspace along with every document inside it.
- Find Record
Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
- Get Document
Returns the details of one Grist document — its name, web address, workspace, and organization.
- Get Org
Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
- Get Workspace
Returns the details of one Grist workspace, including the documents it contains.
- List Columns
Returns the columns of a Grist table, with each column's ID, label, and type.
- List Orgs
Returns every Grist organization (team site) this connection can reach.
- List Tables
Returns the tables in a Grist document.
- List Workspaces
Returns the workspaces in a Grist organization, each with the documents it contains.
- Run SQL Query
Runs a read-only SELECT statement against a Grist document and returns the rows.
- Update Document
Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
- Update Record
Changes the column values of one row in a Grist table. Columns left blank keep their current values.
- Update Workspace
Renames a Grist workspace.
Action
Add a Custom Attribute to a Customer via EmailAdds a custom attribute to every ChartMogul customer with the given email address.
- 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.
- Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
- Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
- 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.
- Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
- Create a Contact
Creates a contact person on a ChartMogul customer.
- Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
- Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
- Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
- Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
- List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
- List Customer's Tasks
Returns the tasks on a ChartMogul customer.
- 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.
- Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
- Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
- Search Contacts
Finds ChartMogul contacts by email, customer or data source.
- Search for Customer via Email
Finds ChartMogul customers by email address.
- Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
- Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
- Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
- Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
- Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
- 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.
Each app on its own
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