Integrate Clientify with ChartMogul
Send information between Clientify and ChartMogul automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Clientify and ChartMogul using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created from the selected data source
All Actions - Actions are the automated tasks
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user using ID
Fetch task
Fetches the details of an existing task using ID
Add custom attribute to customer
Adds a custom attribute to the specified customer
Add tag to customer
Adds tags to the specified customer
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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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.
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