Connect Chartbrew and Microsoft Dynamics CRM
Integrate Chartbrew with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Team in Chartbrew when New Account in Microsoft-dynamics-crm
Get Team Details from Chartbrew when New Account in Microsoft-dynamics-crm
Update Team Settings in Chartbrew when New Account in Microsoft-dynamics-crm
Create Project With Dashboard in Chartbrew when New Account in Microsoft-dynamics-crm
List Team Projects from Chartbrew when New Account in Microsoft-dynamics-crm
Popular Chartbrew + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Chartbrew
When this happens...
- Request a new Trigger for Chartbrew
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Team in Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowGet Team Details from Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowUpdate Team Settings in Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowCreate Project With Dashboard in Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowList Team Projects from Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowGet Project Details from Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowUpdate Project Details in Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowDelete Project Permanently from Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowCreate Project Share Policy in Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowUpdate Project Share Policy in Chartbrew when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Chartbrew and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Chartbrew integrations.
Create Team
Create team, set permissions
Get Team Details
Get team info by ID
Update Team Settings
Change team name and settings
Create Project With Dashboard
Create project with dashboard
List Team Projects
Retrieve projects for a specific team, optionally filtering by keyword, visibility (public/private), and auto-update status.
Get Project Details
Fetch a project's info, charts, or update schedule by project ID. Supports selecting which data to return and filtering charts.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Chartbrew and Microsoft Dynamics CRM workflows.
Learn how to automate Chartbrew and Microsoft Dynamics CRM workflows.
Learn how to automate Chartbrew and Microsoft Dynamics CRM workflows.
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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 moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Chartbrew and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Chartbrew and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Chartbrew triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Chartbrew. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Chartbrew and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Chartbrew and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
