
When this happens...

Automatically do this!
Create Company
Update Company
Delete Company
List All Companies
List All Attachments
List All Calender Events
List All TimeLine Activities
List All People
List All Opportunities
List All Tasks
List All Notes
List All Views
List All ViewFilters
List All MessageThreads
List All Messages
List All MessageChannels
List All MessageFolders
List All CalendarEventParticipants
List All ConnectedAccounts
Create Person
Update Person
Delete Person
Create Task
Update Task
Delete Task
Create Opportunity
Update Opportunity
Delete Opportunity
Create Note
Update Note
Delete Note
Create Blocklist
Update Blocklist
Delete Blocklist
Create Attachment
Update Attachment
Delete Attachments
Create Favorite
Update Favorite
Delete Favorite
Create Message
Update Message
Delete Messages
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new message is created
Triggers when an existing message is updated
Triggers when a new favorite is created
Triggers when a new attachment is created
Triggers when a new blocklist is created
Triggers when a new note is created
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Twenty accounts to viaSocket. Once connected, you can set up a workflow where an event in Chartbrew triggers actions in Twenty (or vice versa).
Absolutely. You can customize how Chartbrew data is recorded in Twenty. This includes choosing which data fields go into which fields of Twenty, setting up custom formats, and filtering out unwanted information.
The data sync between Chartbrew and Twenty 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 Twenty. 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 MoreTwenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
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