Integrations

Supercharge Chart Mogul with Relevance AI

ChartMogul is a subscription analytics platform that helps businesses track and analyze their revenue metrics. With Relevance AI, you can leverage these analytics to empower AI Agents that optimize decision-making and streamline operations.

Give your AI Agents Chart Mogul Superpowers

ChartMogul provides powerful subscription analytics and revenue reporting capabilities. Relevance AI amplifies these insights by enabling intelligent AI Agents to automate data management and drive actionable outcomes.

Revenue Pattern Recognition

Agent analyzes complex subscription patterns to identify revenue optimization opportunities in real-time

Predictive Churn Intelligence

Leverages historical data to forecast potential customer churn before it occurs

Proactive Revenue Forecasting

Utilizes machine learning to predict future revenue trends and growth opportunities

Tools

Equip AI Agents with the Chart Mogul Tools they need

Relevance AI seamlessly integrates with ChartMogul to enhance your subscription analytics workflows.

ChartMogul - Create Customer
Creates a new customer record in ChartMogul's subscription analytics platform with detailed customer information, contact details, and custom attributes for revenue tracking and analysis
ChartMogul - Update Customer
Modifies existing customer information in ChartMogul's analytics system, allowing updates to customer details, status changes, and attribute modifications for accurate subscription tracking
ChartMogul - Update Customer
Modifies existing customer information in ChartMogul's analytics system, allowing updates to customer details, status changes, and attribute modifications for accurate subscription tracking
Name
ChartMogul API Call
Description
Make an authorized request to a ChartMogul API
Parameters
["OAuth authentication", "Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers support", "Request body configuration", "Response handling with status codes"]
Use Case
A SaaS company uses this integration to automatically sync their customer subscription data from ChartMogul to their analytics platform, enabling real-time monitoring of key metrics like MRR and churn rate without manual data exports.

Security & Reliability

The integration leverages secure OAuth authentication to ensure protected access to your ChartMogul subscription analytics and revenue data. Relevance AI manages all API operations (including customer data management, subscription tracking, and revenue analytics) behind the scenes—eliminating concerns about rate limits, data formatting, or authentication errors.

Built-in data validation and automatic type conversion ensure seamless workflow execution across ChartMogul's extensive metrics and reporting capabilities.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the ChartMogul + Relevance AI integration without writing code:
  • Start with a clean data structure: Ensure customer data is well-organized with clear identifiers and consistent formats.
  • Utilize pre-built workflows: Relevance AI provides templates for managing customer data and tracking subscriptions—perfect for quick implementation.
  • Connect securely: Double-check that you are using the correct OAuth credentials and data source UUID during setup.
  • Test before scaling: Validate API calls with sample data to prevent widespread issues in production.
  • Monitor API usage: Be aware of rate limits and implement caching strategies to optimize performance and avoid throttling.