Connect Chartbrew and Microsoft Dynamics CRM to Build Intelligent Automations
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Actions and Triggers
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 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.
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Step by step guides to integrate Chartbrew and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Chartbrew and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. 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.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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