
When this happens...
New Customer
New Dispatch
New Invoice
New Order
New Payment
New Product
Updated Customer
Updated Inventory Level
Updated Order
Delete Customer
Deleted Invoice
Updated Product
Deleted Product
Deleted Order

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 a new customer is created.
Triggers when a new dispatch is created.
Triggers when a new invoice is created.
Triggers when a new order is created.
Triggers when a new payment is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Orderspace integrations.
Creating a new customer
Create a dispatch.
Create a new order.
Create a new price list.
Update the on-hand inventory levels.
Create a new Chartbrew team and set branding, report refresh, and export permissions.

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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 Orderspace and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderspace triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how Orderspace 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 Orderspace 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 Orderspace 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.
Orderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
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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