Connect Chartbrew and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Chartbrew and elements financial advisor
Enable Integrations or automations with these events of Chartbrew and elements financial advisor
Actions
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 elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and elements financial advisor 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 elements financial advisor. 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.
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About elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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