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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ChartMogul with Filter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from ChartMogul

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Filter by Zapier

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ChartMogul to Filter by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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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

6 mins

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

Make work flow with AI

Level up your ChartMogul to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect ChartMogul and Filter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- 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

- info
- Customer UUID 1 (From)
  Required
- Customer UUID 2 (Into)
  Required
Action
Write
- Guide
  Required
- Customer UUID
  Required
- Customer Name
  Required
- Customer Email
  Required
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write

- Opportunity UUID
  Required
- Owner
  Required
- Pipeline
  Required
- Pipeline Stage
  Required
- Estimated Close Date
  Required
- Amount in cents
  Required
- Currency
  Required
- Type
  Required
- Forecast Category
- Win Likelihood
Action
Write
- Customer External ID
  Required
Action
Search
- Metric
  Required
- Start Date
  Required
- End Date
  Required
- Geo Filter
- Plan Filter
Action
Search
- Only continue if...
  Required
Action
Filter

- 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
- Customer Email
  Required
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer Email
  Required
- Tags
  Required
Action
Write
- Data Source UUID
  Required
- Customer Name
  Required
- Customer External ID
  Required
- Customer Email
  Required
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Customer UUID
  Required
- Owner
  Required
- Pipeline
  Required
- Pipeline Stage
  Required
- Estimated Close Date
  Required
- Amount in cents
  Required
- Currency
  Required
- Type
  Required
- Forecast Category
- Win Likelihood
Action
Write
- Contact UUID
  Required
- First Name
- Last Name
- Title
- Position
- Customer Email
  Required
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUID
  Required
- Author Email
- Text
  Required
- Type
  Required
- Call Duration
- Created At
- Updated at
Action
Write
- Customer Email
  Required
Action
Search
- Customer UUID
  Required
Action
Search
- Customer UUID
  Required
Action
Search

Learn how to automate ChartMogul on the Zapier blog

Learn how to automate Filter by Zapier on the Zapier blog

About ChartMogul

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

Related categories

Ads & Conversion

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more Help

Related categories

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