Connect Espo CRM and Chartbrew
Integrate Espo CRM with Chartbrew to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Chartbrew flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
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 Lead in Espo CRM
Use this flowGet Team Details from Chartbrew when New Lead in Espo CRM
Use this flowUpdate Team Settings in Chartbrew when New Lead in Espo CRM
Use this flowCreate Project With Dashboard in Chartbrew when New Lead in Espo CRM
Use this flowList Team Projects from Chartbrew when New Lead in Espo CRM
Use this flowGet Project Details from Chartbrew when New Lead in Espo CRM
Use this flowUpdate Project Details in Chartbrew when New Lead in Espo CRM
Use this flowDelete Project Permanently from Chartbrew when New Lead in Espo CRM
Use this flowCreate Project Share Policy in Chartbrew when New Lead in Espo CRM
Use this flowUpdate Project Share Policy in Chartbrew when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Chartbrew.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Team
Create team, set permissions
Get Team Details
Get team info by ID
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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AI will build it for you
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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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 Espo CRM 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 Espo CRM 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 Espo CRM triggers actions in Chartbrew, and a separate workflow where Chartbrew triggers actions in Espo CRM. 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 Espo CRM and Chartbrew. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM 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.
