# Connect Reply to ChartMogul When **New Email Opened** fires in [Reply](https://apiant.ai/connections/reply), your agent runs **Add Tags 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. Reply **7** triggers Reply **16** 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 Reply and ChartMogul to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Reply can start in ChartMogul - When **New Email Opened** in Reply then **Add Tags to a Customer via Email** in ChartMogul - When **New Emails Sent** in Reply then **Add a Custom Attribute to a Customer via Email** 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 Reply and ChartMogul ## Triggers and actions 7 triggers · 40 actions - Trigger **Inbox Category Set for Reply** Triggers when an email reply in Reply is given an inbox category, automatically or by a user. - Trigger **New Email Opened** Triggers when a contact opens a tracked email sent from Reply. - Trigger **New Emails Sent** Triggers when Reply sends an email from a sequence step. - Trigger **New Link Clicked** Triggers when a recipient clicks a tracked link in an email sent from Reply. - Trigger **New Person Bounce** Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server. - Trigger **New Person Opt Out** Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact). - Trigger **Prospect Finished** Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually. - Action **Add contact list** Creates a new contact list in Reply, optionally shared with your team. - Action **Add note to contact** Adds a note to a contact's timeline in Reply. - Action **Add sequence** Creates a new sequence in Reply with its steps, schedule, sending accounts and settings. - Action **Create\Update Person** Creates a Reply contact, or updates the existing contact with the same email address. - Action **Delete contact** Deletes a contact from your Reply account. - Action **Find contacts by criteria** Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step. - Action **Get contact** Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields. - Action **Get sequence** Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps. - Action **List contact lists** Returns the contact lists you own plus those shared with your team, optionally filtered by name. - Action **List contacts** Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL. - Action **List inbox categories** Returns the inbox categories you can file conversations under. - Action **List Sequence Contacts** Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status. - Action **List sequences** Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name. - Action **Mark as Finished** Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps. - Action **Remove Person From Campaign** Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account. - Action **Send Test Webhook Event** Sends a test event from an existing Reply webhook subscription to its configured URL. - 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 - [ **Reply** Reply is a sales automation platform that puts outreach on autopilot, while still making each communication...](https://apiant.ai/connections/reply) - [ **ChartMogul** ChartMogul helps you measure, understand and grow your subscription business.](https://apiant.ai/connections/chartmogul) Reviews ## What our customers say ## More from Reply - [ **Reply to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/reply-to-salesforce) - [ **Reply to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/reply-to-slack) - [ **Reply to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/reply-to-stripe) - [ **Reply to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/reply-to-shopify) - [ **Reply to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/reply-to-trello) - [ **Reply to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/reply-to-zoom) ## 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](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 ## Reply and ChartMogul, answered ### ### What can start an automation from Reply? Any of Reply's 7 triggers in the catalog, including New Email Opened, New Emails Sent, New Link Clicked and New Person Bounce. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ChartMogul when something happens in Reply? 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 Reply? ChartMogul has no triggers in the catalog today, so automations start in Reply. 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 Reply 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. ### ### 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.