ChartMogul + Join It

Manage new Join It memberships by creating customers in ChartMogul

Streamline your membership and customer management processes with this efficient workflow. When a new event occurs in Join It, a customer profile is immediately created in ChartMogul. This process not only saves time but also reduces data entry errors and ensures a seamless information transition between your membership and customer management systems. Make your business operations smoother and more efficient with this simple and effective automation.

When this happens...
Memberships All
Triggers on all membership events
TriggerInstant
automatically do this!
Create a Customer
Create a customer profile in the target data source
ActionWrite

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Supported triggers and actions

Memberships All
Triggers on all membership events
Trigger
Instant
Try It
Memberships Inactive
Triggers when a membership goes into an inactive status (canceled or expired).
Trigger
Instant
Try It
Memberships Updated
Triggers when the information associated with a Memberships is updated.
Trigger
Instant
Try It
- Email AddressRequired
Action
Search
- Customer External IDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write

- Customer UUIDRequired
- Data Source UUIDRequired
- Position
- First Name
- Last Name
- Title
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer EmailRequired
- TagsRequired
Action
Write

- Data Source UUIDRequired
- External IDRequired
- Customer Name (deprecated)
- Customer Email (deprecated)
- First Name
- Last Name
- Email
- Title
- Phone
- Notes
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
- Account Owner
- Website URL
Action
Write
- Customer UUIDRequired
- OwnerRequired
- PipelineRequired
- Pipeline StageRequired
- Estimated Close DateRequired
- Amount in centsRequired
- CurrencyRequired
- Type
- Forecast Category
- Win Likelihood
Action
Write
- info
- Customer UUID 1 (From)Required
- Customer UUID 2 (Into)Required
Action
Write
- GuideRequired
- Customer UUIDRequired
- Customer Name
- Customer Email
- Company
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Opportunity UUIDRequired
- Owner
- Pipeline
- Pipeline Stage
- Estimated Close Date
- Amount in cents
- Currency
- Type
- Forecast Category
- Win Likelihood
Action
Write
- Email AddressRequired
Action
Search
- Customer UUIDRequired
Action
Search
- Customer UUIDRequired
- Completed
Action
Search
- Email
- Customer External ID
- Customer UUID
Action
Search

Memberships Created
Triggers when a new membership is created.
Trigger
Instant
Try It
Memberships Renewal
Triggers when a Membership is renewed.
Trigger
Instant
Try It
Payments Created
Triggers when a new Payment is created
Trigger
Instant
Try It
- Customer EmailRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TagsRequired
Action
Write
- Customer External IDRequired
- TagsRequired
Action
Write
- Customer UUIDRequired
- TypeRequired
- Author Email
- TextRequired
- Call Duration
- Created At
Action
Write
- Customer UUIDRequired
- Task detailsRequired
- AssigneeRequired
- Due dateRequired
- Completed at
Action
Write
- Contact UUIDRequired
- First Name
- Last Name
- Title
- Position
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUIDRequired
- Author Email
- Text
- Type
- Call Duration
- Created at
- Updated at
Action
Write
- Task UUIDRequired
- Task details
- Assignee
- Due date
- Completed at
Action
Write
- External IDRequired
Action
Search
- MetricRequired
- Start DateRequired
- End DateRequired
- Geo Filter
- Plan Filter
Action
Search
- Customer UUIDRequired
Action
Search