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Account1 capabilities+
- Get account details
Activity3 capabilities+
- Create an activities export
- List activities
- Retrieve an activities export
Contact5 capabilities+
- Create a contact
- Delete a contact
- List contacts
- Retrieve a contact
- Update a contact
Customer11 capabilities+
- Add a contact to a customer
- Create a customer
- Delete a customer
- List activities of a customer
- List invoices of a customer
- List customers
- List customers by email
- Merge customers
- Retrieve a customer
- Unmerge customers
- Update a customer
Enrichment7 capabilities+
- Add custom attributes to a customer
- Add custom attributes to a customer by email
- Add tags to a customer
- Add tags to a customer by email
- Remove custom attributes from a customer
- Remove tags from a customer
- Retrieve tags and attributes of a customer
Event5 capabilities+
- Create a subscription event
- Delete a subscription event
- Disable a subscription event
- List subscription events
- Update a subscription event
Invoice8 capabilities+
- Create an invoice
- Delete all invoices of a customer
- Delete an invoice
- Disable an invoice
- List invoices
- Retrieve an invoice
- Update an invoice
- Update invoice status
Line Item5 capabilities+
- Create a line item
- Delete a line item
- Disable a line item
- Retrieve a line item
- Update a line item
Metric9 capabilities+
- Get all key metrics
- Get ARR
- Get ARPA
- Get ASP
- Get customer churn rate
- Get customer count
- Get LTV
- Get MRR
- Get MRR churn rate
Note and Call Log5 capabilities+
- Create a note or call log
- Delete a note or call log
- List notes and call logs
- Retrieve a note or call log
- Update a note or call log
Opportunity5 capabilities+
- Create an opportunity
- Delete an opportunity
- List opportunities
- Retrieve an opportunity
- Update an opportunity
Plan5 capabilities+
- Create a plan
- Delete a plan
- List plans
- Retrieve a plan
- Update a plan
Plan Group6 capabilities+
- Create a plan group
- Delete a plan group
- List plan groups
- List plans in a plan group
- Retrieve a plan group
- Update a plan group
Source4 capabilities+
- Create a source
- List all sources
- Retrieve a source
- Delete a source
Subscription3 capabilities+
- List subscriptions for a customer
- Connect subscriptions of a customer
- Disconnect subscriptions of a customer
Task5 capabilities+
- Create a task
- Delete a task
- List tasks
- Retrieve a task
- Update a task
Transaction5 capabilities+
- Create a transaction
- Delete a transaction
- Disable a transaction
- Retrieve a transaction
- Update a transaction
Frequently asked
questions.
What could an Ambacti integration do with ChartMogul?
The documented operations include Account: Get account details; Activity: Create an activities export; Activity: List activities; Activity: Retrieve an activities export.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in ChartMogul?
Decide which work could run on its own and which steps need your review.