Connect Docugami and Chartbrew
Integrate Docugami with Chartbrew to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Team in Chartbrew when Create Project in Docugami
Get Team Details from Chartbrew when Create Project in Docugami
Update Team Settings in Chartbrew when Create Project in Docugami
Create Project With Dashboard in Chartbrew when Create Project in Docugami
List Team Projects from Chartbrew when Create Project in Docugami
Popular Docugami + Chartbrew flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
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 Create Project in Docugami
Use this flowGet Team Details from Chartbrew when Create Project in Docugami
Use this flowUpdate Team Settings in Chartbrew when Create Project in Docugami
Use this flowCreate Project With Dashboard in Chartbrew when Create Project in Docugami
Use this flowList Team Projects from Chartbrew when Create Project in Docugami
Use this flowGet Project Details from Chartbrew when Create Project in Docugami
Use this flowUpdate Project Details in Chartbrew when Create Project in Docugami
Use this flowDelete Project Permanently from Chartbrew when Create Project in Docugami
Use this flowCreate Project Share Policy in Chartbrew when Create Project in Docugami
Use this flowUpdate Project Share Policy in Chartbrew when Create Project in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Chartbrew.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Create Team
Create team, set permissions
Get Team Details
Get team info by ID
Update Team Settings
Change team name and settings
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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn more
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 Docugami 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 Docugami 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 Docugami triggers actions in Chartbrew, and a separate workflow where Chartbrew triggers actions in Docugami. 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 Docugami and Chartbrew. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami 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.
