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.completedMeeting Completed
Sent when a meeting recording has been transcribed and processed.
meeting.completedCode Canvas Iteration Complete
Sent when a background Code Canvas iteration finishes successfully.
code_canvas.iteration_completeCode Canvas Iteration Failed
Sent when a background Code Canvas iteration fails or times out.
code_canvas.iteration_failedCode Canvas Published
Sent when a Code Canvas project is published to a public URL.
code_canvas.publishedPodcast Episode Completed
Sent when a Podcast Creator Canvas episode finishes generating.
podcast.completedPodcast Episode Failed
Sent when a Podcast Creator Canvas episode fails after retries.
podcast.failedNotes Movie Completed
Sent when a Notes Movie Mode render finishes and the assembled video is ready.
notes_movie.completedNotes Movie Failed
Sent when a Notes Movie Mode render fails.
notes_movie.failedSkill Installed
Sent when the user installs a skill from the skill store.
skill.installedFlow Run Completed
Sent when an editor-driven Flow run finishes successfully.
evi.run_completedFlow Run Failed
Sent when an editor-driven Flow run fails.
evi.run_failedVideo Completed
Sent when an API video generation job finishes and the clip is ready.
video.completedVideo Failed
Sent when an API video generation job fails.
video.failedSong Completed
Sent when an API song generation job finishes and the audio versions are ready.
song.completedSong Failed
Sent when an API song generation job fails.
song.failedCode Build Completed
Sent when an API Code Canvas build job finishes and the project is ready.
code_build.completedCode Build Failed
Sent when an API Code Canvas build job fails.
code_build.failedResearch Completed
Sent when an API deep-research job finishes and the report is ready.
research.completedResearch Failed
Sent when an API deep-research job fails.
research.failedComing 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