Connect Chartbrew and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chartbrew
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
New Lead Title or Content Changed
Triggers when a lead title or content changed
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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Frequently Asked Questions
To start, connect both your Chartbrew and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and noCRM.io 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 noCRM.io. 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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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