
When this happens...

Automatically do this!
Create a Contact
Find a Contact
Check for Text Replies
Update a Contact
Add a Contact to Sales Dialer Campaign
Delete a Contact From Sales Dialer Campaign
Find a Contact in Sales Dialer
Get all Campaigns
Send a Multimedia Text Message
Send Text Message
Get all Threads
Search Threads
List All Webhooks
Search Campaign
Search User
Search Campaign Contacts
Create Campaign
Search Calls Details
Create an Appointment
List all templates
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you add/update notes for a particular call.
Triggers for a new incoming call.
Triggers when a call is ended.
Triggers when a new text is sent or received.
Triggers when a call
Triggers when a call answered
Action is the task that follows automatically within your Chartbrew integrations.
Create a new team and set branding, report refresh, and export permissions.
Get details for a Chartbrew team using its team ID.
Update a team's name, branding visibility, and report refresh/export permissions.
Create a new project and initial dashboard in the selected team.
Get all projects for a specified team
Get a project's details by its project ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Chartbrew and JustCall accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in JustCall (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in JustCall. This includes choosing which data fields go into which fields of JustCall, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and JustCall typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chartbrew and JustCall. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Chartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.
Learn MoreJustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
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