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ChartMogul
Microsoft 365 Email (Outlook)

Connect ChartMogul and Microsoft 365 Email (Outlook)

Explore ready-made ChartMogul and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate ChartMogul with Microsoft 365 Email (Outlook) and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
ChartMogul
Action: Select an action
1. Select a trigger

  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action

  • Adds a custom attribute to an existing customer.

  • Cancels a subscription that was generated from an imported invoice.

  • Creates a customer object in ChartMogul under the specified data source.

  • Creates a data source object for importing data into ChartMogul.

  • Creates a plan object in ChartMogul under the specified data source.

  • Creates a plan group object in ChartMogul.

  • Deletes the specified customer object and all its associated data.

  • Deletes the specified data source object and all its associated data.

  • Deletes the specified plan object from your ChartMogul account.

  • Deletes the specified plan group object from your ChartMogul account.

  • Deletes the specified invoice object and all its associated data.

  • Retrieves a customer object from your ChartMogul account.

  • Retrieves a data source object from your ChartMogul account.

  • Retrieves a plan object from your ChartMogul account.

  • Retrieves a plan group object from your ChartMogul account.

  • Retrieves an invoice object from your ChartMogul account.

  • Creates invoices for a given API customer.

  • Creates a transaction object for an invoice imported using the Import API.

  • Performs an arbitrary authorized API call.

  • Updates certain modifiable attributes of a customer object in your ChartMogul account.

  • Updates a plan object in your ChartMogul account.

  • Updates a plan group object in your ChartMogul account.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between ChartMogul and Microsoft 365 Email (Outlook).

Add a Custom Attribute to a Customer
Adds a custom attribute to an existing customer.
Action
Add an Attachment
Adds a large attachment to an email.
Action
Cancel a Customer's Subscription
Cancels a subscription that was generated from an imported invoice.
Action
Create a Customer
Creates a customer object in ChartMogul under the specified data source.
Action
Create a Data Source
Creates a data source object for importing data into ChartMogul.
Action
Create a Draft Email
Creates a new draft email.
Action
Create a Plan
Creates a plan object in ChartMogul under the specified data source.
Action
Create a Plan Group
Creates a plan group object in ChartMogul.
Action
Delete a Customer
Deletes the specified customer object and all its associated data.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.