Connect Chartbrew and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chartbrew
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Chartbrew and eMoney Advisor
Enable Integrations or automations with these events of Chartbrew and eMoney Advisor
Actions
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Chartbrew and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and eMoney 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 eMoney 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.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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