Connect Chartbrew and ServiceM8
Integrate Chartbrew with ServiceM8 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Team in Chartbrew when Job Completed in Servicem8
Get Team Details from Chartbrew when Job Completed in Servicem8
Update Team Settings in Chartbrew when Job Completed in Servicem8
Create Project With Dashboard in Chartbrew when Job Completed in Servicem8
List Team Projects from Chartbrew when Job Completed in Servicem8
Popular Chartbrew + ServiceM8 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
ServiceM8
Automatically do this!
Create a Client
List All Client
Create Job
List Jobs
Create Job Queue
List all Attachments
List all Clients
List all Jobs
List all Job Activities
List all Job Checklists
List all Job Contacts
List all Job Materials
List all Locations
List all Materials
List all Notes
List all Security Roles
List all Staff Members
Add job note
Create Team in Chartbrew when Job Completed in Servicem8
Use this flowGet Team Details from Chartbrew when Job Completed in Servicem8
Use this flowUpdate Team Settings in Chartbrew when Job Completed in Servicem8
Use this flowCreate Project With Dashboard in Chartbrew when Job Completed in Servicem8
Use this flowList Team Projects from Chartbrew when Job Completed in Servicem8
Use this flowGet Project Details from Chartbrew when Job Completed in Servicem8
Use this flowUpdate Project Details in Chartbrew when Job Completed in Servicem8
Use this flowDelete Project Permanently from Chartbrew when Job Completed in Servicem8
Use this flowCreate Project Share Policy in Chartbrew when Job Completed in Servicem8
Use this flowUpdate Project Share Policy in Chartbrew when Job Completed in Servicem8
Use this flowSupported Triggers & Actions
Everything you can automate between Chartbrew and ServiceM8.
When this happensTriggers
A trigger is an event that starts a workflow.
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
New Job
Triggers when a new job is created.
Job Queued
Triggers when a Job is assigned to a Queue.
New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
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 ServiceM8
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Chartbrew and ServiceM8 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 ServiceM8 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 ServiceM8. No coding required.
Yes. You can set up a workflow where Chartbrew triggers actions in ServiceM8, and a separate workflow where ServiceM8 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 ServiceM8. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Chartbrew and ServiceM8 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
