Connect Documint and Chartbrew to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Team
Get Team Details
Update Team
Create Project
Get Team Projects
Get Project by ID
Update Project
Delete Project
Create Project Share Policy
Update Share Policy
Delete Project Share Policy
Create Project Share Token
Ready to use Documint and Chartbrew automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Trigger when a new template is created.
Do thisActions
Action is the task that follows automatically within your Documint integrations.
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
Create Team
Create a new Chartbrew team and set branding, report refresh, and export permissions.
Get Team Details
Retrieve details for a specific Chartbrew team using its team ID.
Update Team
Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.
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Frequently Asked Questions
To start, connect both your Documint and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how Documint 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 Documint 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 Documint 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 Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
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.
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