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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Feeds Message Created" from Charles Universe.

Add your action

An action happens after the trigger—such as "Create Contact Details" in Mateo.

You’re connected!

Zapier seamlessly connects Charles Universe and Mateo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Limit
- Offset
Trigger
Instant
Try It
- WhatsApp ID / Phone Number
  Required
- Message Template
  Required
- Language
Action
Write
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write

- CountryCode
- PhoneNumber
Action
Write
- To Handle
  Required
- To Full Name
- Conversation Id
- Conversation Status
- From
  Required
- Placeholder Values
- Reply To Message Id
- Review Channel Id
- Send After
- Subject
- Template Id
  Required
Action
Write

- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search
- Contact Id
- Conversation Id
- Id
- Status
Action
Search
- Id
- Name
Action
Search

- Search Field
- Limit
- Offset
- Channel Participation
Trigger
Instant
Try It
- Search Field
- Limit
- Offset
- Channel Participation
Action
Search
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
  Required
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write
- From
  Required
- Marketing Channel Id
- Placeholder Values
- Require Marketing Opt In
  Required
- Review Channel Id
- Send After
- Template Id
  Required
- Full Name
- Handle
  Required
- To Segments
Action
Write
- Id
- Name
Action
Search
- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search
- Id
- Name
Action
Search
- Id
- Key
- Name
Action
Search

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Charles Universe and Mateo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Charles Universe to Mateo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Charles Universe

Charles allows your customers to interact with your business, where they are: in Chat with your with conversational commerce offerings.

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Related categories

Commerce

About Mateo

Mateo is the platform for GDPR-compliant communication between businesses and customers, automating workflows and connecting apps seamlessly.