
When this happens...

Automatically do this!
Create Booking
Update Client
Update Booking
Create Project
Update Project
Create Client
Update Time Off Event
Create Time Off Event
List active activity types
List bookings
List active clients
List custom availability
List custom fields
List downtimes
List active projects
List rates
Get report of resources
Get report of clients
Get report of projects
List active resources
List resource types
List timesheet entries
List active users
List users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
Triggers whenever there is a change to a Resource, including its creation, update, or deletion.
Action is the task that follows automatically within your Chartbrew integrations.
Create a new Chartbrew team and set branding, report refresh, and export permissions.
Retrieve details for a specific Chartbrew team using its team ID.
Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.
Create a new Chartbrew project and its initial dashboard in the selected team.
Retrieve all projects for the specified Chartbrew team.
Retrieve a Chartbrew project's details by its project ID within the selected team.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Chartbrew and ResourceGuru accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in ResourceGuru (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in ResourceGuru. This includes choosing which data fields go into which fields of ResourceGuru, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and ResourceGuru 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 ResourceGuru. 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 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 MoreResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
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