Do everything in one place

Customize your Chart Mogul and Cobblestone Contract Management Software integration with the following triggers and actions.

Triggers

When this happens…

Cobblestone Contract Management Software
  • New & Updated records
    New/updated records in Contract Insight.
  • New records
    New records created in Contract Insight.
  • Updated records
    Records updated in Contract Insight.
  • Any other trigger you can think up

Actions

Do this…

Chart Mogul
  • Cancel customer subscription
    Cancel a Subscription in ChartMogul
  • Create customer
    Create Customer in ChartMogul
  • Create invoice
    Create Invoice with line items in ChartMogul
  • Create plan
    Create Plan in ChartMogul
  • Create transaction
    Create Transaction in ChartMogul
  • Get MRR
    Get MRR in ChartMogul
  • Get customer
    Get Customer in ChartMogul
  • Get customer churn count
    Get number of customer churns in ChartMogul
  • Get customer count
    Get number of customers in ChartMogul
  • Get invoices by customer
    Get Invoices by customer in ChartMogul
  • Get subscription by customer
    Get Subscription by customer in ChartMogul
  • Search plan
    Search Plan in ChartMogul
  • Update customer
    Update Customer in ChartMogul
  • Any other action you can think up

Cobblestone Contract Management Software
  • Download binary file by criteria
    Download a binary file for a given entity.
  • Get list of records by criteria
    Pull list of records for a given entity.
  • Insert single record
    Create a new a record for a specified entity/area.
  • Update records by criteria
    Update record(s) for a specified entity/area.
  • Upload mime content
    Create a new binary record for a specified entity/area.
  • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo