Connect Chartbrew and ezzycrm to Build Intelligent Automations

Choose a Trigger

Chartbrew

When this happens...

Choose an Action

ezzycrm

Automatically do this!

Enable Integrations or automations with these events of Chartbrew and ezzycrm

Enable Integrations or automations with these events of Chartbrew and ezzycrm

Actions

Create Team

Create Team

Create a new Chartbrew team and set branding, report refresh, and export permissions.

Get Team Details

Get Team Details

Retrieve details for a specific Chartbrew team using its team ID.

Update Team

Update Team

Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.

Create Project

Create Project

Create a new Chartbrew project and its initial dashboard in the selected team.

Get Team Projects

Get Team Projects

Retrieve all projects for the specified Chartbrew team.

Get Project by ID

Get Project by ID

Retrieve a Chartbrew project's details by its project ID within the selected team.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Chartbrew and ezzycrm?

To start, connect both your Chartbrew and ezzycrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in ezzycrm (or vice versa).

Can we customize how data from Chartbrew is recorded in ezzycrm?

Absolutely. You can customize how Chartbrew data is recorded in ezzycrm. This includes choosing which data fields go into which fields of ezzycrm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Chartbrew and ezzycrm?

The data sync between Chartbrew and ezzycrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chartbrew to ezzycrm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chartbrew and ezzycrm?

Yes, you can set conditional logic to control the flow of data between Chartbrew and ezzycrm. 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

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 More
ezzycrm

About ezzycrm

EzzyCRM is a Customer Relationship Management software that helps companies to manage sales team, assign task and followup, track pipeline, and visualize deal stages for better ROI.

Learn More