Billing & Payments ยท CONNECTIONRead ChartMogul subscription metrics and manage customers, contacts, notes, opportunities, tasks, plans, invoices and subscription data.
Explore 103 workflow actions for ChartMogul, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Creates a contact object in ChartMogul under the specified customer within the selected data_source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds custom attributes to a given customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds custom attributes to a given subscription or subscription set.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds custom attributes to customers that have the specified email address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds tags to a given customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds tags to customers that have the specified email address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves all key metrics for the specified time period.
Retrieves the Annualized Run Rate (ARR) for the specified time period.
Retrieves the Average Revenue Per Account (ARPA) for the specified time period.
Retrieves the Average Sale Price (ASP) for the specified time period.
Accepts details of two subscription objects that you want to connect.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a customer object in ChartMogul under the specified data_source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a line item for an invoice identified by ChartMogul UUID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a line item for an invoice identified by external ID rather than ChartMogul UUID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a note object with a note or call type under a specified customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a plan object in ChartMogul under the specified data_source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a plan_group object in ChartMogul.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a data_source object for importing data into ChartMogul.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a subscription event for the specified source and customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a task object for a specified team member.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a transaction for an invoice identified by ChartMogul UUID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a transaction for an invoice identified by external ID rather than ChartMogul UUID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
This endpoint allows you to request the creation of an activities export. This is an asynchronous endpoint, meaning the requested export will only become available once the export is completed..
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates an opportunity object for a specified customer in ChartMogul.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves the Customer Churn Rate for the specified time period.
Retrieves the number of active customers for the specified time period.
Deletes the specified contact object and all associated data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes the specified customer object and all its associated data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a specified invoice line item and all associated data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes the specified note object.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes the specified plan object from your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes the specified plan_group object from your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes the specified data_source object and all its associated data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a subscription event using either the subscription event external ID and source UUID or the subscription event ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a task object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a specified transaction and all associated data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes all invoices for a given customer and source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes the specified invoice object and all its associated data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes an opportunity object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Disables or enables an invoice line item in sources that support disabling records.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Disables or enables a subscription event in sources that support disabling records.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Disables or enables a transaction in sources that support disabling records.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Disables or enables an invoice (and corresponding line items and transactions) in sources that support disabling records.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Accepts details of two subscription objects that you want to disconnect.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Imports or updates multiple records with a single API query.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates invoices for a given customer identified by ChartMogul UUID. ChartMogul auto-generates subscription objects from invoices.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates invoices for a given customer, identified by external ID rather than ChartMogul UUID. ChartMogul auto-generates subscription objects from invoices.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Returns a list of activities for the specified time period.
Returns a list of all contact objects in your ChartMogul account.
Returns a list of activities for a given customer.
Returns a list of subscriptions for a given customer.
Returns a list of invoice objects created using the API for a given customer.
Returns a list of all customer objects in your ChartMogul account.
Returns a list of all customer objects with the specified email address in your ChartMogul account.
Returns a list of invoice objects created using the API in your ChartMogul account.
Returns a list of all note objects for your whole account or a specific customer.
Lists opportunity objects in your ChartMogul account.
Returns a list of plan_group objects in your ChartMogul account.
Returns a list of plan objects in your ChartMogul account.
Returns a list of plan objects in a specific plan_group in your ChartMogul account.
Lists all data_source objects in your ChartMogul account.
Lists an array of subscription event objects from your ChartMogul account.
Lists task objects in your ChartMogul account.
Retrieves the Customer Lifetime Value (LTV) for the specified time period.
Accepts details of two contact objects you want to merge.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Accepts details of two customer objects that you want to merge.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves the Monthly Recurring Revenue (MRR) for the specified time period.
Retrieves the Net MRR Churn Rate for the specified time period.
Clears the values of custom attributes on a given customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Clears the values of custom attributes on a given subscription or subscription set.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes tags from a given customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves a contact object from your ChartMogul account.
Retrieves a customer object from your ChartMogul account.
Retrieves an invoice line item identified by its UUID.
Retrieves a note object from your ChartMogul account.
Retrieves a plan object from your ChartMogul account.
Retrieves a plan group object from your ChartMogul account.
Retrieves a data_source object from your ChartMogul account.
Retrieves a task object from your ChartMogul account.
Retrieves the details of a transaction.
Returns some useful information about your ChartMogul account.
Returns an activities report with a list of activities for the specified time period.
Retrieves an invoice object from your ChartMogul account.
Retrieves an opportunity object from your ChartMogul account.
Retrieves the custom attributes of a given subscription or subscription set.
Retrieves the customer attributes of a given customer.
Tracks the import status.
Unmerges customers that were previously merged.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates certain modifiable attributes of a contact object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates certain modifiable attributes of a customer object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an invoice line item identified by its UUID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates certain modifiable attributes of a note object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates a plan object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates a plan_group object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an existing subscription event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates a task object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates a transaction identified by its UUID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates the details of an invoice, such as the due date or currency.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates the status of an invoice identified by invoice_external_id under the specified source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an opportunity object in your ChartMogul account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates the custom attributes of a given subscription or subscription set. Attributes must already be defined for the account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates the custom attributes of a given customer. Attribute must first be created using the POST call.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in ChartMogul. A saved workflow is not a completed provider action.
