--- title: "Connect Infinity to ChartMogul - APIANT.ai" description: "When \"New Board\" fires in Infinity, your agent runs \"Add a Custom Attribute to a Customer via Email\" in ChartMogul." canonical: "https://apiant.ai/connect/infinity-to-chartmogul" --- # Connect Infinity to ChartMogul When **New Board** fires in [Infinity](https://apiant.ai/connections/infinity), 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. Infinity **3** triggers Infinity **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 Infinity 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 Infinity can start in ChartMogul - When **New Board** in Infinity then **Add a Custom Attribute to a Customer via Email** in ChartMogul - When **New Folder** in Infinity 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 Infinity and ChartMogul ## Triggers and actions 3 triggers · 33 actions - Trigger **New Board** Triggers when a new board is created in the selected Infinity workspace. - Trigger **New Folder** Triggers when a new folder is created on an Infinity board. - Trigger **New Member** Triggers when a new member joins an Infinity workspace. - Action **Create a New Comment** Adds a comment to an item on an Infinity board, optionally as a reply to another comment. - Action **Create a New Folder** Creates a new folder on an Infinity board. - Action **Create a New Item** Creates a new item in an Infinity board folder, with values for the board's attributes. - Action **File Upload** Uploads a file from a link into an Infinity workspace as an attachment and returns the stored attachment. - Action **Find a Board** Finds boards in an Infinity workspace whose name matches the given name. - Action **Find a Folder** Finds folders on an Infinity board by name and returns the matching folder. - Action **Find a Member** Finds members of an Infinity workspace by email address or name. - Action **Find an Item** Finds items on a board whose text value matches the given text. Searches the 100 most recent items. - Action **Update an Existing Item** Updates an existing item on an Infinity board — its attribute values, folder, parent item or position. - 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 - [ **Infinity** Infinity is a flexible project management platform that lets you organize anything, your way.](https://apiant.ai/connections/infinity) - [ **ChartMogul** ChartMogul helps you measure, understand and grow your subscription business.](https://apiant.ai/connections/chartmogul) Reviews ## What our customers say ## More from Infinity - [ **Infinity to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/infinity-to-salesforce) - [ **Infinity to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/infinity-to-slack) - [ **Infinity to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/infinity-to-mailchimp) - [ **Infinity to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/infinity-to-stripe) - [ **Infinity to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/infinity-to-shopify) - [ **Infinity to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/infinity-to-quickbooks-online) ## 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 ## Infinity and ChartMogul, answered ### ### What can start an automation from Infinity? Any of Infinity's 3 triggers in the catalog, including New Board, New Folder and New Member. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ChartMogul when something happens in Infinity? 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 Infinity? ChartMogul has no triggers in the catalog today, so automations start in Infinity. 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 Infinity 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 Infinity 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.