Integrate ChartMogul with Retently
Trigger NPS/CSAT surveys after subscription changes or renewals, sync customer subscription data and metrics with Retently, and use feedback scores to analyze customer satisfaction trends in ChartMogul's dashboards.
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About ChartMogul
ChartMogul allows users to manage customer data, add custom attributes, and retrieve metrics relevant to subscription businesses.
ChartMogul to Retently
Retently to ChartMogul
Add a Custom Attribute to a Customer via Email
Adds custom attributes to the customer in ChartMogul that have the given email address.Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to the customer in ChartMogul that have the given UUID.Add Tags to a Customer via UUID
Adds tags to the customer in ChartMogul that have the given UUID.Add Tags to a Customer via External ID
Adds tags to the customer in ChartMogul that have the given external ID.Create a Note or Call Log
Creates a note object with a note or call type under a specified customer.Merge Customers
Consolidates the ChartMogul profiles of the two target Customer UUIDs.Update a Customer
Updates certain modifiable attributes of a customer object in your ChartMogul account.Update an Opportunity
Updates an opportunity object in your ChartMogul account.Search for Customer via External ID
Searches for a customer profile using the customer's external ID.Retrieve a Metric
Retrieves the specified metric, for the specified time period.Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID.Create a Contact
Creates a Contact object in ChartMogul under a specified customer within the selected Source.Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address.Create a Customer
Creates a customer profile in the target data source.Create an Opportunity
Creates an opportunity object for a specified customer in ChartMogul.Update a Contact
Updates certain modifiable attributes of a contact object in your ChartMogul account.Update a Note or Call Log
Updates certain modifiable attributes of a note object in your ChartMogul account.Search for Customer via Email
Searches for a customer profile using the customer's email.Retrieve a Customer Profile
Retrieves a ChartMogul customer profile using the Customer UUID.List Customer's Opportunities
Lists opportunity objects of the specified ChartMogul customer UUID.
Alex Bitca
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