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 recordsNew/updated records in Contract Insight.
- New recordsNew records created in Contract Insight.
- Updated recordsRecords updated in Contract Insight.
Any other trigger you can think up
Actions
Do this…
Chart Mogul
- Cancel customer subscriptionCancel a Subscription in ChartMogul
- Create customerCreate Customer in ChartMogul
- Create invoiceCreate Invoice with line items in ChartMogul
- Create planCreate Plan in ChartMogul
- Create transactionCreate Transaction in ChartMogul
- Get MRRGet MRR in ChartMogul
- Get customerGet Customer in ChartMogul
- Get customer churn countGet number of customer churns in ChartMogul
- Get customer countGet number of customers in ChartMogul
- Get invoices by customerGet Invoices by customer in ChartMogul
- Get subscription by customerGet Subscription by customer in ChartMogul
- Search planSearch Plan in ChartMogul
- Update customerUpdate Customer in ChartMogul
Any other action you can think up
Cobblestone Contract Management Software
- Download binary file by criteriaDownload a binary file for a given entity.
- Get list of records by criteriaPull list of records for a given entity.
- Insert single recordCreate a new a record for a specified entity/area.
- Update records by criteriaUpdate record(s) for a specified entity/area.
- Upload mime contentCreate a new binary record for a specified entity/area.
Any other action you can think up
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