Integration

Connect Heartbeat to ChartMogul

When something happens in Heartbeat, 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.

Heartbeat4 triggersHeartbeat6 actionsChartMogul24 actions

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What do you want Heartbeat 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 Heartbeat and ChartMogul

Triggers and actions 4 triggers · 30 actions

Trigger
Abandoned Invitation Link
Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.
Trigger
Course Completed
Triggers when a user completes a course.
Trigger
New Event
Triggers when a new event is created.
Trigger
New Event RSVP
Triggers when someone RSVPs to an event.
Action
Create Event
Creates an event in a Heartbeat community and optionally invites people or groups.
Action
Create Group
Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.
Action
Create Thread
Posts a new thread in a Heartbeat channel.
Action
Deactivate User
Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.
Action
List Channels
Returns all channels in the Heartbeat community, with each channel's name, emoji and type.
Action
List Threads
Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation 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 Heartbeat