
When this happens...
New Sales Order Created
Update Customer
Update Vendor
Updated Purchase Order
New Purchase Order
New Vendor
New Customer
Update Sales Order Created

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When new sales order is created.
Triggers when existing customer is updated.
Triggers when existing Vendor is Updated.
Triggers when existing purchase order is updated.
Triggers when new purchase order is created.
Triggers when new Vendor is Created.
Action is the task that follows automatically within your inflow-inventory integrations.
Create a new Chartbrew team and set branding, report refresh, and export permissions.
Retrieve details for a specific Chartbrew team using its team ID.
Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.
Create a new Chartbrew project and its initial dashboard in the selected team.
Retrieve all projects for the specified Chartbrew team.
Retrieve a Chartbrew project's details by its project ID within the selected team.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your inflow-inventory and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in inflow-inventory triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how inflow-inventory 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 inflow-inventory 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 inflow-inventory 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.
inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.
Learn MoreChartbrew 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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