Connect Userflow to ChartMogul

Both apps 43Userflow 19ChartMogul 24

• Trigger
  Checklist Completed

  Triggered when a user finishes every task in a Userflow checklist.

• Trigger
  Checklist Dismissed/Ended

  Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.

• Trigger
  Checklist Started

  Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.

• Trigger
  Checklist Task Completed

  Triggered when a user completes a single task inside a Userflow checklist.

• Trigger
  Event Tracked

  Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.

• Trigger
  Flow Completed

  Triggered when a user completes a Userflow flow by reaching its goal step.

• Trigger
  Flow Dismissed/Ended

  Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.

• Trigger
  Flow Started

  Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.

• Trigger
  Group Created/Updated

  Triggered when a group (a company or account) is created or changed in Userflow.

• Trigger
  Launcher Activated

  Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.

• Trigger
  Launcher Dismissed

  Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).

• Trigger
  Launcher Seen

  Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.

• Trigger
  Question Answered

  Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.

• Trigger
  User Created/Updated

  Triggered when a user is created or changed in Userflow.

• Action
  Create/Update Group

  Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.

• Action
  Create/Update User

  Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.

• Action
  Find Group

  Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.

• Action
  Find User

  Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.

• Action
  Track Event

  Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.

• 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.