Connect Chartbrew and Cliengo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chartbrew
Choose an Action
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Ready to use Chartbrew and Cliengo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
Do thisActions
Action is the task that follows automatically within your Chartbrew integrations.
Create Team
Create a new Chartbrew team and set branding, report refresh, and export permissions.
Get Team Details
Retrieve details for a specific Chartbrew team using its team ID.
Update Team
Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.
Create Project
Create a new Chartbrew project and its initial dashboard in the selected team.
Get Team Projects
Retrieve all projects for the specified Chartbrew team.
Get Project by ID
Retrieve a Chartbrew project's details by its project ID within the selected team.
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Frequently Asked Questions
To start, connect both your Chartbrew and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in Cliengo. This includes choosing which data fields go into which fields of Cliengo, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and Cliengo 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 Cliengo. 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 Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
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