Connect CoachingOS and Chartbrew to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
Create Team
Get Team Details
Update Team Settings
Create Project and Dashboard
Get Team Projects
Get Project Details
Update Project
Delete Project Permanently
Create Project Share Policy
Update Share Policy
Delete Project Share Policy
Create Public Dashboard Link
Ready to use CoachingOS and Chartbrew automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Leads
Fetches new leads from your CoachingOS account and triggers the workflow automatically.
Do thisActions
Action is the task that follows automatically within your CoachingOS integrations.
Create Lead
Create a new lead in CoachingOS.
Create Team
Create team & set permissions
Get Team Details
Get team details by ID
Update Team Settings
Update name, branding & export
Create Project and Dashboard
Create project and dashboard
Get Team Projects
List all projects for a team
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Frequently Asked Questions
To start, connect both your CoachingOS and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how CoachingOS data is recorded in Chartbrew. This includes choosing which data fields go into which fields of Chartbrew, setting up custom formats, and filtering out unwanted information.
The data sync between CoachingOS and Chartbrew 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 CoachingOS and Chartbrew. 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.
About CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
Learn MoreAbout 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 More
