Connect Chartbrew and oppbot to Build Intelligent Automations

Choose a Trigger

Chartbrew

When this happens...

Choose an Action

oppbot

Automatically do this!

Enable Integrations or automations with these events of Chartbrew and oppbot

Enable Integrations or automations with these events of Chartbrew and oppbot

Actions

Create Team

Create Team

Create a new Chartbrew team and set branding, report refresh, and export permissions.

Get Team Details

Get Team Details

Retrieve details for a specific Chartbrew team using its team ID.

Update Team

Update Team

Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.

Create Project

Create Project

Create a new Chartbrew project and its initial dashboard in the selected team.

Get Team Projects

Get Team Projects

Retrieve all projects for the specified Chartbrew team.

Get Project by ID

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

How do I start an integration between Chartbrew and oppbot?

To start, connect both your Chartbrew and oppbot accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in oppbot (or vice versa).

Can we customize how data from Chartbrew is recorded in oppbot?

Absolutely. You can customize how Chartbrew data is recorded in oppbot. This includes choosing which data fields go into which fields of oppbot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Chartbrew and oppbot?

The data sync between Chartbrew and oppbot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chartbrew to oppbot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chartbrew and oppbot?

Yes, you can set conditional logic to control the flow of data between Chartbrew and oppbot. 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.

Chartbrew

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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oppbot

About oppbot

OppBot is an AI assistant for demand generation teams that converts your underserved leads into sales-ready opportunities for your sales team.

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