ChartMogul

chartmogul is a subscription analytics platform that helps businesses track, analyze, and grow recurring revenue integrating chartmogul with make com enables automated syncing of customer, subscription, and revenue data for streamlined financial reporting and workflow automation this is ai generated content based on official chartmogul documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //chartmogul com/imprint/ directly requirements to use the chartmogul app in make, you must have an active chartmogul account and an api key, https //chartmogul com/ for subscription, refer to the https //chartmogul com/ connect chartmogul and {{product name}} to get started, you must first create a connection between chartmogul and {{product name}} , allowing the two services to communicate obtain your basic auth credentials in your chartmogul account create the connection in make obtain your basic auth credentials in your chartmogul account before you create the connection in {{product name}} , you should first obtain your basic auth credentials in your chartmogul account to obtain your basic auth credentials navigate to profile click view profile click api keys in the sidebar copy the api key displayed in the api keys table you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //dev chartmogul com/docs/authentication/ create the connection in {{product name}} https //www make com/en/register , add the chartmogul module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your chartmogul account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page chartmogul modules after connecting to the chartmogul app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a custom attribute to a customer adds a new custom attribute field to a specified existing customer profile cancel a customer's subscription cancels an active subscription that was created based on an imported invoice create a customer adds a new customer record to chartmogul within the chosen data source create a data source creates a new data source object in chartmogul, allowing you to import external data for analysis and reporting create a plan creates a new subscription plan in chartmogul and assigns it to the selected data source create a plan group creates a new plan group in chartmogul to organize and manage multiple subscription plans delete a customer permanently removes the selected customer and all related information from the system delete a data source permanently removes the selected data source object along with all data linked to it delete a plan permanently removes the selected subscription plan from your chartmogul account delete a plan group permanently removes the selected plan group from your chartmogul account delete an invoice permanently removes the selected invoice and all related information from the system get a customer fetches detailed information about a specific customer from your chartmogul account get a data source fetches a specific data source object from your chartmogul account, allowing you to access detailed information about that data source get a plan fetches detailed information about a specific plan from your chartmogul account get a plan group fetches detailed information about a specific plan group from your chartmogul account get an invoice fetches a specific invoice record from your chartmogul account import an invoice generates new invoices for a specified customer using the api import an invoice transaction creates a new transaction record linked to an invoice that was previously imported via the import api list customer's subscriptions retrieves all subscription records associated with a specified customer list customers retrieves a complete list of customer records stored in your chartmogul account list data sources retrieves a complete list of all data source objects currently available in your chartmogul account list invoices retrieves a list of invoices that have been generated through the api within your chartmogul account list plans retrieves a list of all subscription plans available in your chartmogul account make an api call executes a custom api request to the connected service using your authorized credentials update a customer updates specific editable fields of an existing customer record in your chartmogul account update a plan updates the details of an existing plan in your chartmogul account update a plan group updates the details of an existing plan group in your chartmogul account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} chartmogul resources you can have access to more resources related to this app on the following links https //chartmogul com/ https //dev chartmogul com/docs https //www make com/en/integrations/chartmogul