Connect Chartbrew and insurgo to Build Intelligent Automations
Enable Integrations or automations with these events of Chartbrew and insurgo
Enable Integrations or automations with these events of Chartbrew and insurgo
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.
Explore more automations built by businesses and experts
Know More About Chartbrew and Insurgo Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Chartbrew and insurgo accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in insurgo (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in insurgo. This includes choosing which data fields go into which fields of insurgo, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and insurgo 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 insurgo. 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 More
About insurgo
As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.