Connect noCRM.io to ChartMogul

Both apps 48noCRM.io 24ChartMogul 24

• Trigger
  Lead Status Changed

  Triggers when a specific status of the lead is changed.

• Trigger
  New Client Folder

  Triggers when a client folder is created.

• Trigger
  New Deleted Lead

  Triggers when a lead is deleted. This trigger only works for Expert edition and above .

• Trigger
  New Lead

  Triggers when a lead is created.

• Trigger
  New Lead Assigned

  Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .

• Trigger
  New Lead Comment

  Triggers when a lead is comment on. This trigger only works for Expert edition and above .

• Trigger
  New Lead Content or Title Changed

  Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .

• Trigger
  New Prospect

  Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .

• Action
  Add Attachment

  Add an attachment to a lead

• Action
  Add Comment

  Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Add Tags

  Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Assign Lead

  Assign the lead to a user

• Action
  Call Simplified API

  Call our simplified API to interact with your data

• Action
  Change Lead's Title

  Change the title of a lead

• Action
  Change Status

  Change the status of a lead to Standby, Won, Cancelled or Lost

• Action
  Change Step

  Change the step of a lead

• Action
  Create Lead

  Creates a new lead.

• Action
  Create Prospect

  Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .

• Action
  Delete Lead

  Moves a lead to the trash.

• Action
  Find Lead

  Finds a lead from an email address.

• Action
  Get Lead

  Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.

• Action
  Log an Activity

  Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Set Amount and Probability

  Set the amount and the probability of a lead

• Action
  Set the Estimated Closing Date

  Set the estimated closing date on a lead

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.