Introduction
charles allows you to integrate your account with any third-party systems.
Integrations allow you to
Segment and personalize WhatsApp messages based on contact activities (e.g. orders) or properties (e.g. birthday)
Target WhatsApp messages based on external events (e.g. Abandoned cart)
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)
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