Integrate Mercately with ChartMogul
Send information between Mercately and ChartMogul automatically, without writing any code, using Zoho Flow.
Build your own integrations between Mercately and ChartMogul
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Supported triggers and actions
Integrate Mercately and ChartMogul 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
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
Fetch deal by ID
Fetches the details of an existing deal 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 Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
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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