+Beyond-Bot.ai + ChartMogul
ChartMogul is a subscription analytics and revenue data platform for managing customers, billing data, metrics, and sales opportunities.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to ChartMogul.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in ChartMogul.
Trigger Workflows
Start automated workflows in ChartMogul based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within ChartMogul.
Create Customer
Create a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details.
Delete Customer
Request permanent deletion of a customer and all associated ChartMogul data by UUID. ChartMogul accepts this asynchronously, so confirm disappearance with LIST_CUSTOMERS when completion matters.
Get Account
Return the connected ChartMogul account's identity, reporting currency, time zone, week start, and optionally selected churn and refund settings.
Get Customer
Return one customer and its identifiers, lifecycle status, revenue values, ownership, location, and attributes by ChartMogul UUID.
Get Key Metrics
Return all key subscription metrics and current summaries for a date range, optionally grouped by interval and filtered by countries or plans.
List Activities
Return one page of ChartMogul MRR activities for an optional date range, movement type, and date order, with a cursor when more are available.
List Customers
Return one page of customers filtered by source, identifier, email, status, or billing system.
List Plans
Return one page of subscription plans, optionally filtered by source, external ID, or billing system.
List Sources
Return the account's billing data sources, optionally filtered by name or system and with selected source settings included.
Update Customer
Update selected profile, ownership, location, timing, website, or lead-status fields on an existing ChartMogul customer. Omitted fields remain unchanged; tags and custom attributes are not replaced.