Connect Chartbrew and ServeManager
Integrate Chartbrew with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project With Dashboard in Chartbrew when New Company in Servemanager
Delete Project Share Policy in Chartbrew when New Notes in Servemanager
Get Team Details from Chartbrew when New Job in Servemanager
Create Project Share Policy in Chartbrew when New Company in Servemanager
List Team Projects from Chartbrew when New Job in Servemanager
Popular Chartbrew + ServeManager 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
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
Create Project With Dashboard in Chartbrew when New Company in Servemanager
Use this flowDelete Project Share Policy in Chartbrew when New Notes in Servemanager
Use this flowGet Team Details from Chartbrew when New Job in Servemanager
Use this flowCreate Project Share Policy in Chartbrew when New Company in Servemanager
Use this flowList Team Projects from Chartbrew when New Job in Servemanager
Use this flowFetch Teams from Chartbrew when New Company in Servemanager
Use this flowCreate Public Dashboard Link in Chartbrew when New Notes in Servemanager
Use this flowCreate Team in Chartbrew when New Company in Servemanager
Use this flowGet Team Details from Chartbrew when New Notes in Servemanager
Use this flowGet Project Details from Chartbrew when New Notes in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Chartbrew and ServeManager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
New Notes
Trigger when new notes is created.
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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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 ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Chartbrew and ServeManager 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 ServeManager 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 ServeManager. No coding required.
Yes. You can set up a workflow where Chartbrew triggers actions in ServeManager, and a separate workflow where ServeManager 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 ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Chartbrew and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
