Free up your time and optimise the management of your Chariow shop with the power of automation. This article guides you through the essential video tutorials to understand and implement Pulses (webhooks) and Tasks (sequences of smart actions), so you can create automatic workflows that transform the way you work.
Goal: Get a basic understanding of Chariow Pulses and their role in automating your shop.
What you'll learn: What a Pulse is, the types of events it can track, and how it lets you connect Chariow to other services.
Video tutorial:
Text summary / Key points:
Pulses are webhooks, notifications sent when a specific event happens (new sale, signup, etc.).
They send data in real time to an external URL.
Foundation for all custom automations.
Useful link: Create a pulse to connect Chariow to Zapier, Make...
Goal: Apply Pulses in a practical way to automate exporting data from Chariow to Google Sheets via Make (formerly Integromat).
What you'll learn: Create an automation scenario to sync your sales or customer data into a spreadsheet.
Video integration:
Text summary / Key points:
Setting up a webhook on Make.
Connecting and mapping Chariow data to Google Sheets.
Automatic tracking of sales, customers, etc.
Useful link: For more advanced automations
Explore Chariow Tasks, smart sequences that can perform up to five automated actions in a row, with custom delays between each step, for complex and targeted automations.
Create smart sequences with Chariow Tasks.
Goal: Learn how to use Chariow Tasks to create smart sequences that can run up to five automatic actions in a row, with custom delays between each step.
What you'll learn: Detailed setup of action sequences, handling delays and examples of applications.
Video link:
Text summary / Key points:
Creating chains of automated actions.
Setting up precise delays between each step.
Using Tasks for sophisticated multi-step automations.
Examples of sequences (client follow-up, nurturing, reminders).
Useful link: https://roadmap.chariow.com/news/690b884df891f32d8946976c
Identify your needs: Before bringing in a tool, make sure you clearly know the problem it has to solve or which process it should automate.
Test your workflows: Make sure all your automations work properly and pass on the right info.
Data security: Always respect the privacy of your data and your clients' data when you're doing these integrations.
Keep evolving: The world of third-party tools is always changing. Stay in the loop about new integrations and updates.
Need some help? Contact our support via chat or at [email protected]
