Do everything in one place
Customize your Chart Mogul and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
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
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
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