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Whether you’re just getting started or managing a large team, the answers below cover the most common questions our customers ask. If you don’t find what you’re looking for here, reach out to our support team at support@chevre.io.

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Account & Billing

To update the email address associated with your account, navigate to Settings → Profile → Email and select Request Change. Chevre sends a confirmation link to both your current email address and the new one. Click the link in each email to confirm the change. If either confirmation link expires, simply restart the process from Settings → Profile → Email.
Yes. You can upgrade or downgrade your plan at any time from Settings → Billing → Change Plan.
  • Upgrades take effect immediately. You are charged a prorated amount for the remainder of your current billing period.
  • Downgrades take effect at the end of your current billing period. You retain access to your current plan’s features until then.
Yes. Every new Chevre account is eligible for a 14-day free trial of the Pro plan. No credit card is required to start the trial. At the end of the trial period, your workspace automatically moves to the Free plan unless you add a payment method and activate a paid subscription.
Yes. Go to Settings → Account → Delete Account and follow the confirmation prompts. After you confirm deletion, your account and all associated data are scheduled for permanent removal. Data is fully deleted after 30 days. If you change your mind within that window, contact support@chevre.io and we can restore your account.
Account deletion is irreversible after the 30-day grace period. Export any data you need before proceeding.

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Workspaces & Projects

Yes. Your Chevre account can belong to as many workspaces as you’ve been invited to. To switch between them, click the workspace name in the top-left corner of the dashboard and select the workspace you want from the dropdown. Each workspace maintains its own projects, members, and billing independently.
Archiving a project hides it from your main project list so it doesn’t clutter your active view. All project data — tasks, run history, settings, and integrations — is fully preserved. To restore an archived project, go to Settings → Projects → Archived and click Unarchive next to the project name.
Archiving a project does not pause or disable any active automations within it. Disable individual automations first if you want to stop them from running.
Yes. Open the project you want to export, navigate to project Settings → Export, and choose your preferred format. Chevre exports project data as a CSV file, including task details, assignees, statuses, and timestamps. Large exports may take a few minutes to prepare; Chevre emails you a download link when the file is ready.
Only the current workspace Owner can transfer ownership. Go to Settings → Members, find the member you want to transfer ownership to, click their name, and select Transfer Ownership. You will be asked to confirm the action. After the transfer, your role changes to Admin and the selected member becomes the new Owner.

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Workflows & Automations

When a workflow run encounters an error, its status is marked as Failed in the Run History panel. Chevre captures the full error message and the step at which the failure occurred so you can diagnose the problem quickly.From Run History, click the failed run to view the error details, then use the Retry button to re-run it once you’ve resolved the underlying issue. If you have failure notifications enabled, Chevre also sends an alert to your configured notification channel.
Yes. Chevre supports dynamic variables in workflow messages and action fields using double-brace syntax:
Variables are resolved at runtime from the trigger payload or data passed between workflow steps. For the full list of available variables and how to reference nested properties, see the workflow variables guide.
The number of automations you can create depends on your plan:If you reach your plan’s limit, Chevre prompts you to upgrade before you can create additional automations. You can always archive unused automations to free up slots without deleting them.
Yes. When creating or editing an automation, select Scheduled as the trigger type. Chevre uses standard cron expressions to define the schedule, giving you precise control over frequency and timing.For example, to run an automation every weekday at 9:00 AM UTC, enter:
If you’re new to cron syntax, use the built-in cron helper in the trigger configuration panel — it translates plain-language schedules into the correct expression automatically.

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API & Integrations

Chevre enforces per-minute rate limits based on your plan:When you exceed the limit, the API returns a 429 Too Many Requests response with a Retry-After header indicating how many seconds to wait. For full details, including burst limits and best practices, see the API rate limits reference.
Yes. Chevre has an official app in the Zapier marketplace. To get started, search for Chevre in the Zapier app directory, click Connect, and authenticate with your Chevre API key. Once connected, you can use Chevre triggers and actions in any of your Zaps.
You can find your API key in Settings → API Keys. Create a dedicated key for Zapier so you can revoke it independently if needed.
To rotate an API key, go to Settings → API Keys, find the key you want to rotate, click Actions, and select Rotate. Chevre immediately invalidates the old key and generates a new one.
The old API key becomes invalid the moment you rotate it. Update all applications and integrations using that key before rotating, or be prepared to update them immediately afterward to avoid service disruption.