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Customize your Chart Mogul and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
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
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
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