Integrate ChartMogul with Microsoft Planner
Send information between ChartMogul and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ChartMogul and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created from the selected data source
Task completed
Triggers when an existing task is completed
New plan
Triggers when a new plan is created
New task
Triggers when a new task is created
New bucket
Triggers when a new plan bucket is created
New group plan task
Triggers when a new task is created in group plan
All Actions - Actions are the automated tasks
Add custom attribute to customer
Adds a custom attribute to the specified customer
Add tag to customer
Adds tags to the specified customer
Create bucket
Creates a new bucket in the plan
Fetch group
Fetches the details of an existing group by display name or group ID
Create task
Creates a new task in the specified plan bucket
Add user to group
Adds a user to an existing group
Fetch bucket
Fetches the details of an existing bucket
Fetch user
Fetches the details of an existing user
What is ChartMogul?
ChartMogul is subscription analytics and revenue reporting software. You can track revenue trends, merge customer data for accurate billing, and collaborate on reports with your team.
Similar apps
What is Microsoft Planner?
Microsoft Planner is a planning application that helps you create plans, manage tasks, analyse the performance of your team and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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