ChartMogul + Tally

Add custom attributes to ChartMogul customers from new Tally submissions

Effortlessly manage your customer attributes with this seamless workflow between Tally and ChartMogul. As soon as you receive a new submission in Tally, the automation will add a custom attribute to the respective customer in ChartMogul. This helps you keep your customer data up-to-date and ensures you have all the information you need to make informed decisions, saving you time and manual effort.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Add a Custom Attribute to a Customer via UUID
Add a custom attribute to the customer in ChartMogul that have the given UUID
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
Try It
- 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

- 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