Integrate ChartMogul with PocketSmith
Send information between ChartMogul and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ChartMogul and PocketSmith 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
Transaction made
Triggers when a new transaction is made in an account
Account created
Triggers when a new account belonging to the user is created
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 transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their 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.
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What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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