Integrations, Webhooks, and Zapier
Connect OpenCharts to 5,000+ tools using outbound webhooks and Zapier. This guide covers setup, active triggers, signature verification, and practical automation recipes.
Why use Zapier with OpenCharts?
Setup flow (OpenCharts → Zapier)
In Zapier, create a Zap and choose Webhooks by Zapier as the trigger.
Select Catch Hook and copy the generated webhook URL.
In OpenCharts Settings → Integrations, click Add Webhook.
Paste the Zapier URL, name the webhook, and select active events.
Use Send test event in OpenCharts to verify a 2xx response in Zapier.
Map payload fields in Zapier actions (Notion, Sheets, HubSpot, etc.) and publish.
Webhook event catalog
Active now
Project Created
Sent when a new project is created.
project.createdProject Updated
Sent when a project is updated.
project.updatedProject Shared
Sent when a project is shared with a user.
project.sharedProject Deleted
Sent when a project is deleted.
project.deletedTeam Member Added
Sent when a user is added to an organization.
team.member_addedTeam Member Removed
Sent when a user is removed from an organization.
team.member_removedExport Completed
Sent when a file export has completed.
export.completedComing soon
Recipe library (12 examples)
Collaboration & Alerts
New project → team channel alert
Trigger: project.created
Post a structured message to your team channel with project name and owner.
Project shared → Gmail follow-up
Trigger: project.shared
Send a formatted onboarding email to the recipient with collaboration expectations.
Team member added → Notion onboarding checklist
Trigger: team.member_added
Create a Notion task list for workspace setup, permissions, and first deliverable.
Team member removed → Jira cleanup ticket
Trigger: team.member_removed
Open a ticket to rotate credentials and audit shared resources.
Operations & Tracking
Project updated → Airtable audit row
Trigger: project.updated
Append a row with updated fields, editor context, and timestamp.
Project deleted → Archive workflow
Trigger: project.deleted
Create an archive task and notify owners in your task tracker.
Export completed → Google Sheets log
Trigger: export.completed
Track export format, destination, and timing for reporting.
Export completed → Finance/compliance inbox
Trigger: export.completed
Route final export links to compliance reviewers automatically.
Routing Logic (Zapier Filters/Paths)
Only notes projects → documentation pipeline
Trigger: project.created
Use a Filter on `data.projectType = notes` to route into docs workflows.
Only whiteboard work → design review
Trigger: project.updated
Use a Filter on `data.canvasMode = whiteboard` before creating review tasks.
Failed export follow-up
Trigger: export.completed
Use Paths based on file type/size metadata to notify different teams.
High-priority team changes
Trigger: team.member_removed
Escalate to pager/SMS only for admin-role removals using a Zapier Filter.
Security and delivery reliability
OpenCharts signs webhook payloads using X-OpenCharts-Signature. Keep the webhook secret and verify signatures server-side.
Deliveries include retries, timeout protection, and per-webhook delivery history with replay.
Metadata headers include event identifiers and versioning:X-OpenCharts-Event,X-OpenCharts-Event-Id,X-OpenCharts-Event-Version.
Next steps
1) Start with one trigger and one action, validate payload mapping, then expand.
2) Add Filters/Paths to avoid noisy automations.
3) Keep your Zapier workflow docs next to your team playbooks.
Zapier Webhooks docs