Integration

Connect OnePageCRM to ChartMogul

When something happens in OnePageCRM, 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.

OnePageCRM9 triggersOnePageCRM11 actionsChartMogul24 actions

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What do you want OnePageCRM 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 OnePageCRM and ChartMogul

Triggers and actions 9 triggers · 35 actions

Trigger
Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
Trigger
New Call
Triggered when a phone call is logged in OnePageCRM.
Trigger
New Contact
Triggered when a new contact is created in OnePageCRM.
Trigger
New Deal
Triggered when a new deal is created in OnePageCRM.
Trigger
New Next Action
Triggered when a new next action is created in OnePageCRM.
Trigger
New Note
Triggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
Trigger
Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
Action
Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
Action
Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create Note
Adds a note to a contact's timeline in OnePageCRM.
Action
Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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 OnePageCRM