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ChartMogul
monday.com

Connect ChartMogul and monday.com

Explore ready-made ChartMogul and monday.com templates and start automating in minutes.

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Create a custom workflow

Integrate ChartMogul with monday.com 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.

monday.com
Trigger: Watch Board's Column Values
ChartMogul
Action: Select an action
1. Select a trigger

  • Triggers when the board's column values have changed.

  • Triggers when an item is created/updated in the given board.

  • Triggers when a board's item is created.

  • Triggers when an item with the given value is created/updated in the given board.

  • Triggers when a new user is subscribed to a given board.

  • Triggers when a new board's update is created.

  • Triggers when a new event occurs in Monday.

  • Triggers when an item is created/updated in the given group.

  • Triggers when an item's column value is changed.

  • Triggers when an item's name on a board has changed.

  • Triggers when a new item's update is created.

  • Triggers when a new user has joined the given team.

  • Triggers when a new user is created.

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 monday.com.

Add a Column to a Board
Adds a new column to a specific board.
Action
Add a Custom Attribute to a Customer
Adds a custom attribute to an existing customer.
Action
Add a File to a File Column Value
Adds a file to a file column value.
Action
Add a File to an Update
Adds a file to an existing update.
Action
Add Board Subscribers
Adds subscribers to a board by their IDs and the board ID.
Action
Cancel a Customer's Subscription
Cancels a subscription that was generated from an imported invoice.
Action
Create a Board
Creates a new board.
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
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FAQs

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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.