Integrate ChartMogul with ClinchPad
Send information between ChartMogul and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ChartMogul and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created from the selected data source
Customer created
Triggers when a new customer is created
To-do created
Triggers when a to-do is created
Lead won
Triggers when an existing lead is marked as won
Lead lost
Triggers when an existing lead is marked as lost
Lead created
Triggers when a new lead is created
Note added
Triggers when a note is added to a lead
All Actions - Actions are the automated tasks
Add tag to customer
Adds tags to the specified customer
Add custom attribute to customer
Adds a custom attribute to the specified customer
Create to-do
Creates a new to-do for the specified lead
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
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 ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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