Connect Chartbrew and Ascora to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chartbrew
Choose an Action
Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
Ready to use Chartbrew and Ascora automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Job
Triggers when a new job is created in Ascora.
Job Status Changed
Triggers when the status of a job is updated in Ascora.
New Enquiry
Triggers when new Enquiry Created.
Enquiry Modified
Triggers when Enquiry Modified.
Customer Modified
Triggers when new Customer Modified.
Quote Created
Trigger when new QuoteCreated.
Do thisActions
Action is the task that follows automatically within your Chartbrew integrations.
Create Team
Create a new team and set branding, report refresh, and export permissions.
Get Team Details
Get details for a Chartbrew team using its team ID.
Update Team
Update a team's name, branding visibility, and report refresh/export permissions.
Create Project
Create a new project and initial dashboard in the selected team.
Get Team Projects
Get all projects for a specified team
Get Project Details
Get a project's details by its project ID.
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Frequently Asked Questions
To start, connect both your Chartbrew and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in Ascora. This includes choosing which data fields go into which fields of Ascora, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and Ascora 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 Ascora. 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.
About Chartbrew
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 MoreAbout Ascora
Ascora is a comprehensive job management software designed to streamline operations for trades and service businesses. It offers features such as scheduling, quoting, invoicing, and customer management, making it an essential tool for businesses looking to enhance productivity and efficiency.
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