Integration

Connect Intervals to ChartMogul

When something happens in Intervals, 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.

Intervals6 triggersIntervals38 actionsChartMogul24 actions

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What do you want Intervals and ChartMogul to do together?

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Everything your agent can do with Intervals and ChartMogul

Triggers and actions 6 triggers · 62 actions

Trigger
New client
Polling trigger: fires when a new client is created in Intervals (GET /client).
Trigger
New invoice
Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).
Trigger
New milestone
Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).
Trigger
New person
Polling trigger: fires when a new person is added in Intervals (GET /person).
Trigger
New project
Polling trigger: fires when a new project is created in Intervals (GET /project).
Trigger
New task
Polling trigger: fires when a new task is created in Intervals (GET /task).
Action
Add client
Create a new client.
Action
Add expense
Create a new expense.
Action
Add invoice
Create a new invoice.
Action
Add milestone
Create a new milestone.
Action
Add person
Create a new person (team member).
Action
Add project
Create a new project.
Action
Add task
Create a new task.
Action
Add time entry
Log a new time entry against a task.
Action
Add timer
Start a new timer for a task.
Action
Delete client
Delete a client.
Action
Delete expense
Delete an expense.
Action
Delete invoice
Delete an invoice.
Action
Delete milestone
Delete a milestone.
Action
Delete person
Delete a person.
Action
Delete project
Delete a project.
Action
Delete task
Delete a task.
Action
Delete time entry
Delete a logged time entry.
Action
Delete timer
Delete a timer.
Action
Get client
Retrieve a single client by id.
Action
Get expense
Retrieve a single expense by id.
Action
Get invoice
Retrieve a single invoice by id.
Action
Get milestone
Retrieve a single milestone by id.
Action
Get person
Retrieve a single person by id.
Action
Get project
Retrieve a single project by id.
Action
Get task
Retrieve a single task by id.
Action
Get time entry
Retrieve a single logged time entry by id.
Action
Get timer
Retrieve a single timer by id.
Action
List milestones
Retrieve all milestones in the Intervals account.
Action
List tasks
Retrieve all tasks in the Intervals account.
Action
Update client
Update an existing client's details.
Action
Update expense
Update an existing expense.
Action
Update invoice
Update an existing invoice.
Action
Update milestone
Update an existing milestone.
Action
Update person
Update an existing person's details.
Action
Update project
Update an existing project's details.
Action
Update task
Update an existing task's details.
Action
Update time entry
Update an existing logged time entry.
Action
Update timer
Update a timer (e.g. stop or adjust it).
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 Intervals