Connect Clientary and Chartbrew
Integrate Clientary with Chartbrew to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Team in Chartbrew when New Expense in Clientary
Get Team Details from Chartbrew when New Expense in Clientary
Update Team Settings in Chartbrew when New Expense in Clientary
Create Project With Dashboard in Chartbrew when New Expense in Clientary
Get Project Details from Chartbrew when New Expense in Clientary
Popular Clientary + Chartbrew flows
Start from a real workflow other teams are already running.
Choose a trigger
Clientary
When this happens...
New Expense
New Project
New Client
New Estimate
New Invoice
New Contracts
New Lead
New Task
New Payment
New Staff
Choose an action
Chartbrew
Automatically do this!
Create Team
Get Team Details
Update Team Settings
Create Project With Dashboard
List Team Projects
Get Project Details
Update Project Details
Delete Project Permanently
Create Project Share Policy
Update Project Share Policy
Delete Project Share Policy
Create Public Dashboard Link
Fetch Teams
Create Team in Chartbrew when New Expense in Clientary
Use this flowGet Team Details from Chartbrew when New Expense in Clientary
Use this flowUpdate Team Settings in Chartbrew when New Expense in Clientary
Use this flowCreate Project With Dashboard in Chartbrew when New Expense in Clientary
Use this flowGet Project Details from Chartbrew when New Expense in Clientary
Use this flowUpdate Project Details in Chartbrew when New Expense in Clientary
Use this flowDelete Project Permanently from Chartbrew when New Expense in Clientary
Use this flowCreate Project Share Policy in Chartbrew when New Expense in Clientary
Use this flowUpdate Project Share Policy in Chartbrew when New Expense in Clientary
Use this flowDelete Project Share Policy in Chartbrew when New Expense in Clientary
Use this flowSupported Triggers & Actions
Everything you can automate between Clientary and Chartbrew.
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Clientary integrations.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
Create Entry
Create A New Entry.
Create Invoice Payment
Create A New Invoice Payment.
Update Expense
Update an exsiting expense.
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 Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clientary and Chartbrew 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 Clientary and Chartbrew 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 Chartbrew. No coding required.
Yes. You can set up a workflow where Clientary triggers actions in Chartbrew, and a separate workflow where Chartbrew triggers actions in Clientary. 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 Clientary and Chartbrew. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clientary and Chartbrew integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
