Chart Mogul and Workflow Max との統合と自動化

Chart Mogul and Workflow Maxを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

Triggers

When this happens…

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

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新