Chartsy Zapier Searches: Look Up Customers and MRR
Searches are steps you add in the middle of a Zap that starts anywhere - a new support ticket, a schedule, a form. The Chartsy app has 6, and like the triggers they don't use your ChartsyAI questions.
Add a search to a Zap#
- In your Zap, click + to add a step and choose Chartsy.
- Pick the search as the event, for example Find Customer.
- Fill in its settings, mapping fields from earlier steps where needed, and test the step.
- Use its fields in the steps after it.
A search can't end a Zap
Zapier needs an action after a search - post the result to Slack, add a note to a ticket, send an email. For a Zap that runs on a timer, start it with Schedule by Zapier.
Not connected yet? See how to connect Chartsy to Zapier.
All searches#
Find CustomerSearch
Looks up a customer by email.
Returns what the customer pays, their lifetime revenue, subscription status, recent failed payments and the channel they came from. Built for support and CRM Zaps: when a ticket or lead arrives, add this step to see what the person is worth to you.
Settings
- Email - Required. Map the email from the earlier step.
- Account - Leave it blank to search all your connected billing accounts.
Fields
| Field | What it holds |
|---|---|
customer_namecustomer_emailcustomer_since | Who they are and when they became a customer. |
mrrcurrencyis_paying | What they pay per month now. |
lifetime_revenuepaymentsfirst_paid_atlast_paid_at | Their payment history. |
subscription_statuscancel_at_period_end | E.g. active, and whether a cancellation is scheduled. |
failed_payments_last_30_days | Recent failed payments. |
sourcecampaignchannelfirst_touch_channel | How they found you, when signup tracking recorded it. |
Example summary
Alex Smith: 49.00 USD/month, 490.00 USD lifetime, subscription active - came from reddit / launch-weekUse it to
- Add an internal note with the customer's revenue to new Zendesk tickets or Help Scout conversations.
- Route high-MRR customers to a priority queue with a Filter step.
Get Daily SummarySearch
Gets one day's revenue, MRR, subscribers, churn, refunds and traffic, with comparisons.
The same figures as the New Daily Snapshot trigger, for any day you choose. Use it inside a Zap that starts somewhere else, for example a Schedule by Zapier step at a time that suits you.
Settings
- Date - The day to summarize. Defaults to yesterday.
- Account - Which connected billing account to read. Leave it blank if you have only one.
- Tracked Site - Limit the figures to one site that has the Chartsy tracking script. Leave it blank for all of them.
Fields
| Field | What it holds |
|---|---|
revenuemrrnew_subscriberschurned_customersrefund_countvisitssignups | The day's figures. |
revenue_change_vs_previous_day_percentrevenue_change_vs_trailing_average_percent | Comparisons. |
summary | All of it, written out for a message. |
Use it to
- Send yesterday's numbers at 8am in your own time zone instead of after 02:00 UTC.
Get Current MRRSearch
Gets your current MRR and ARR.
The quickest lookup: today's MRR and ARR for one account.
Settings
- Account - Which connected billing account to read. Leave it blank if you have only one.
Fields
| Field | What it holds |
|---|---|
mrrarrcurrency | Current MRR and ARR. |
as_of | The date the figures are for. |
Use it to
- Add your current MRR to an investor update draft or a weekly email.
Get Business SnapshotSearch
Gets the headline business review: MRR, new subscribers, churn, refunds, revenue concentration, at-risk customers and top traffic sources.
A wider view than the daily summary, over the number of months you pick.
Settings
- Months - How many months the review covers, 1 to 36. Defaults to 12.
- Account - Which connected billing account to read. Leave it blank if you have only one.
- Tracked Site - Limit the figures to one site that has the Chartsy tracking script. Leave it blank for all of them.
Fields
| Field | What it holds |
|---|---|
mrrnew_subscribers_this_monthchurn_rate_this_month_percent | Headline figures. |
top_customers_share_of_mrr_percent | How much of your MRR comes from your biggest customers. |
refund_counttotal_refunded | Refunds in the period. |
at_risk_failed_paymentsat_risk_paused | Customers at risk right now. |
summary | The review written out. |
Use it to
- Send a monthly business review to your co-founder or board on the 1st.
Get Revenue by SourceSearch
Gets which channels, campaigns or posts brought paying customers and the MRR they bring today.
Groups the signups in a date range by channel and shows how many became paying customers, what they pay now and how many stayed.
Settings
- Start Date / End Date - Defaults to the last 30 days.
- Group By - Source (default), Medium, Campaign or Content (post).
- Credit - Last touch (the visit that drove the signup, default) or First touch (how they first found you).
- Tracked Site - Limit the figures to one site that has the Chartsy tracking script. Leave it blank for all of them.
Fields
| Field | What it holds |
|---|---|
top_grouptop_group_mrrtop_group_paying_customers | The channel that brought the most MRR. |
signupsunattributed_paying_customers | Totals, and paying customers Chartsy couldn't match to a signup. |
summary | The ranking written out. |
Use it to
- Post the best channel of the month to your marketing channel.
Get Traffic SourcesSearch
Gets visits, signups and signup rate grouped by where your site traffic came from.
Traffic only, no revenue - useful for checking a launch or campaign the day after.
Settings
- Start Date / End Date - Defaults to the last 30 days.
- Group By - Source (default), Medium, Campaign, Content (post), Country, Referrer or Landing page.
- Tracked Site - Limit the figures to one site that has the Chartsy tracking script. Leave it blank for all of them.
Fields
| Field | What it holds |
|---|---|
visitssignups | Totals for the period. |
top_grouptop_group_visits | The biggest source. |
summary | The breakdown written out. |
Use it to
- The morning after a launch, post which referrers sent visits and signups.
When Find Customer finds nobody#
If no customer has that email, the search returns nothing and Zapier stops the Zap there. To keep going - for example to still add a "not a customer" note - turn on Zapier's option to continue when the search finds no results, and use a Filter or Paths step after it.
