Automation
Automate workflows with Sarah using Make or Zapier — safe overview
Last updated: 2026-04-07
Sarah can work with tools like Make and Zapier so repetitive tasks run without manual work—when your plan supports it. This guide stays high level on purpose: it does not list internal URLs, JSON examples, or authentication headers.
Why automate
- Less manual data entry between Sarah and other apps
- Faster notifications to your team or customers
- Fewer mistakes when the same steps happen on every sale or stock change
Platforms
| Tool | Best for |
|---|---|
| Make | Visual scenarios, several steps, richer logic |
| Zapier | Quick connections and large app directory |
Use each vendor’s official help center to learn how to build scenarios, webhooks, and HTTP actions.
How to start safely
- In Sarah, open Settings > Integrations and handle keys only from that screen.
- In Make/Zapier, create a workflow using their UI—never embed production keys in public demo projects.
- Test with sandbox / test data from the other platform before touching live customers.
- If a credential might have leaked, rotate it in Sarah immediately.
Example ideas (availability varies)
- Mirror inventory or catalog data between Sarah and an external system.
- Post to Slack, Discord, or email when important events happen in Sarah.
- Kick off tasks in another app when a sale or invoice is created—if your account allows it.
Confirm what you are allowed to do with Sarah support if you are unsure.
Where to read more (public)
- Webhooks overview — policy-focused summary
- Make and Zapier — merchant checklist
- Integrations — payments, shipping, WhatsApp, etc.
Support
Send your account name and a plain-language description of the workflow. Do not paste secret keys in tickets.