Connect Odoo and Chartbrew to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Choose an Action
Automatically do this!
Create Team
Get Team Details
Update Team
Create Project
Get Team Projects
Get Project Details
Update Project
Delete Project
Create Project Share Policy
Update Share Policy
Delete Project Share Policy
Create Project Share Link
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in Odoo CRM.
Create Team
Create a new team and set branding, report refresh, and export permissions.
Get Team Details
Get details for a Chartbrew team using its team ID.
Update Team
Update a team's name, branding visibility, and report refresh/export permissions.
Create Project
Create a new project and initial dashboard in the selected team.
Get Team Projects
Get all projects for a specified team
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Frequently Asked Questions
To start, connect both your Odoo and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how Odoo 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 Odoo 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 Odoo 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 Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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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