Skip to main content

Integrations overview

Updated over 3 weeks ago

Introduction

charles allows you to integrate your account with any third-party systems.

Integrations allow you to

  1. Segment and personalize WhatsApp messages based on contact activities (e.g. orders) or properties (e.g. birthday)

  2. Target WhatsApp messages based on external events (e.g. Abandoned cart)

  3. Enrich your third-party systems with profile data and engagement events (e.g. WhatsApp message clicked)

Native integrations

charles supports many native integrations. They only require an admin to install the integration using a step-by-step guide. No technical resources are required.

To find and install all available integrations, navigate to settings > integrations > available apps or marketplace

Among others, charles supports the following native integrations:

Custom integrations

With custom integrations, you can integrate any third-party application with charles.

Custom integrations can be categorised into the following categories

Data imports (Data is added/updated in charles)

Push integrations (data is sent to charles)

  • Frontend (data is collected from a customer interacting with some application)

    • Shopify integration

  • Backend (The data is collected from an application directly, and it is less prone to errors)

    • REST API, Please reach out if you’re interested in using our REST API.

Pull integrations (data is collected by charles)

  • Manual Imports (imports are done manually)

  • Automated Imports

Data exports (Data is added/updated on a third-party system)

  • Webhooks - This feature can send HTTPS requests (GET, POST, etc.) to any URL, allowing for communication and data sharing among charles and other web services

  • REST API - Allows retrieving data from charles. Please reach out if you’re interested in using our REST API.

  • Automated exports - Allows for exports of customer data, properties and events

Miscellaneous

Costs for integrations

Native integrations are included in every charles plan.


Data structure

Primary data objects

Contact

  • Identifiers

    • external ID with vendor (”Channel user”)

    • phone

    • email

  • Subscription types

    • type

    • name

    • status

    • timestamp

  • system properties

    • birthday

  • custom properties

Events (an activity associated with a contact and a timestamp)

  • System events

    • Engagement events (Message delivered, read, clicked)

  • Orders

  • Custom events

Other data objects

  • Campaigns

  • Templates

  • Flows

  • Reports

Did this answer your question?