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Customize your Chart Mogul and DocuSign integration with the following triggers and actions.

Triggers

When this happens…

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign
  • 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

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Any other action you can think up

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