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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Company Enters Segment" from Custify.

Add your action

An action happens after the trigger—such as "Add a Custom Attribute to a Customer via Email" in ChartMogul.

You’re connected!

Zapier seamlessly connects Custify and ChartMogul, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Segment
  Required
Trigger
Instant
Try It
- Segment
  Required
Trigger
Instant
Try It
- Playbook
  Required
Trigger
Instant
Try It
- New custom attribute
Action
Write
- Event name
  Required
- Event date and time
  Required
- User ID
- Email
- Company ID
- Metadata
Action
Write

- Company ID
- User ID
- Text
  Required
Action
Write
- New custom attribute
Action
Write

- New custom attribute
Action
Write
- Company name
- Company ID
Action
Search
- Company name
- Company ID
- New custom attribute
Action
Search or write
- Customer Email
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Tags
  Required
Action
Write
- Customer External ID
  Required
- Tags
  Required
Action
Write
- Customer UUID
  Required
- Type
  Required
- Author Email
- Text
  Required
- Call Duration
- Created At
Action
Write
- Customer UUID
  Required
- Task details
  Required
- Assignee
  Required
- Due date
  Required
- Completed at
Action
Write
- Contact UUID
  Required
- First Name
- Last Name
- Title
- Position
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUID
  Required
- Author Email
- Text
- Type
- Call Duration
- Created at
- Updated at
Action
Write
- Task UUID
  Required
- Task details
- Assignee
- Due date
- Completed at
Action
Write
- External ID
  Required
Action
Search
- Metric
  Required
- Start Date
  Required
- End Date
  Required
- Geo Filter
- Plan Filter
Action
Search
- Customer UUID
  Required
Action
Search

- Segment
  Required
Trigger
Instant
Try It
- Segment
  Required
Trigger
Instant
Try It
- Playbook
  Required
Trigger
Instant
Try It
- User ID
- Email
- CSAT score
  Required
- Comment
- Submitted At
Action
Write
- User ID
  Required
- Company ID
  Required
Action
Write
- User ID
- Email
- NPS score
  Required
- Comment
- NPS date and time
Action
Write
- Company ID
  Required
- Task name
  Required
- Task description
- Task due date
- Task priority
  Required
Action
Write
- New custom attribute
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- New custom attribute
Action
Search or write
- Customer External ID
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Data Source UUID
  Required
- Position
- First Name
- Last Name
- Title
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer Email
  Required
- Tags
  Required
Action
Write
- Data Source UUID
  Required
- External ID
  Required
- 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 UUID
  Required
- Owner
  Required
- Pipeline
  Required
- Pipeline Stage
  Required
- Estimated Close Date
  Required
- Amount in cents
  Required
- Currency
  Required
- Type
- Forecast Category
- Win Likelihood
Action
Write
- info
- Customer UUID 1 (From)
  Required
- Customer UUID 2 (Into)
  Required
Action
Write
- Guide
  Required
- Customer UUID
  Required
- Customer Name
- Customer Email
- Company
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Opportunity UUID
  Required
- Owner
- Pipeline
- Pipeline Stage
- Estimated Close Date
- Amount in cents
- Currency
- Type
- Forecast Category
- Win Likelihood
Action
Write
- Email Address
  Required
Action
Search
- Customer UUID
  Required
Action
Search
- Customer UUID
  Required
- Completed
Action
Search
- Email
- Customer External ID
- Customer UUID
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Custify and ChartMogul to integrate crucial parts of your business

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

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About ChartMogul

ChartMogul helps you measure, understand and grow your subscription business.

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