Connect Chartbrew and M1 Finance 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 M1 Finance
Enable Integrations or automations with these events of Chartbrew and M1 Finance
Enable Integrations or automations with these events of Chartbrew and M1 Finance
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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Frequently Asked Questions
To start, connect both your Chartbrew and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and M1 Finance 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 M1 Finance. 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 M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
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