Create Customer
Create a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details.
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Integrate ChartMogul
with your AI CRM
ChartMogul is a subscription analytics and revenue data platform for managing customers, billing data, metrics, and sales opportunities.
Explore Triggers and Actions
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.
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Get Account
Return the connected ChartMogul account's identity, reporting currency, time zone, week start, and optionally selected churn and refund settings.
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Get Customer
Return one customer and its identifiers, lifecycle status, revenue values, ownership, location, and attributes by ChartMogul UUID.
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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.
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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.
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List Customers
Return one page of customers filtered by source, identifier, email, status, or billing system.
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List Plans
Return one page of subscription plans, optionally filtered by source, external ID, or billing system.
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List Sources
Return the account's billing data sources, optionally filtered by name or system and with selected source settings included.
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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.
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How the ChartMogul integration works
The ChartMogul integration connects your Dench AI CRM directly to ChartMogul, so agents can read and act on your ChartMogul data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through ChartMogul's own authorization, scoped to the account you connect.
Set up ChartMogul in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find ChartMogul and click Connect — you'll authorize access through ChartMogul's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use ChartMogul in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the ChartMogul integration work with Dench?
The Dench ChartMogul integration connects your AI CRM to ChartMogul, so AI agents can work with your ChartMogul data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with ChartMogul via Dench?
The ChartMogul integration currently exposes 10 actions, including Create Customer, Delete Customer, Get Account, Get Customer, Get Key Metrics, and List Activities. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect ChartMogul to Dench?
No. You connect ChartMogul from your Dench workspace using ChartMogul's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the ChartMogul integration secure?
Connections are authorized through ChartMogul's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the ChartMogul connection from your workspace settings at any time.