Introduction
Learn More About Connectors
Introduction
The connector helps to take various actions like Sending WhatsApp Message, Adding A Subscribers, Adding Subscriber into a Sequence etc in the PIcky Assist Platform when a trigger or event happens in any other 3rd party applications like in WoCommerce/Shopify A New Order is created, a new form is submitted in Zoho Forms, Typeform etc
How It Works
For each integration Picky Assist allows you to create an app and each app will have a unique URL, we can call it a “Connector URL” or endpoint, in the third party software application it can be set as a Webhook generally.
You need to copy and paste the URL into the 3rd party app which you use and have to subscriber to the event you want to be notified, for example in your HubSpot CRM / Zoho CRM whenever a new lead is created and you would like to add the New Lead into Picky Assist Platform as Subscriber then auto-enroll them into a Sequence and alert your sales team about the new lead, this can be easily done through Connectors
Let’s Demonstrate with an example
Now let’s consider a business that operates in 3 states with 5 products and 3 sales rep and published a form on their website to capture the sales enquiry and the form contains the following information to be filled by the user.
Name Email WhatsApp Number State Product Interested Message
Now with the help of Connector, the business will able to do the followings;
Send A Thank You WhatsApp Message Instantly to the User who filled the form
Perform a condition to alert the right person in each state based on the product interest shown by the customer, then send a WhatsApp message alerting the correct sales representative about the new lead
Add the User into a right Sequence which sends a series of messages which are related to their interested product.
Add a tag or add them into a specific category which helps you to segment customers and send them mass messages.
Understanding The Core Of Connectors
Connector URL
This will be the unique URL for each integration / app and it’s generated by Picky Assist. This needs to be configured in the 3rd party software/application as Webhooks so that we receive the required data when an event/trigger occurs.
JSON Code
This is the data structure in JSON format which will POST as a JSON Payload to the Connector URL whenever an event happens in the 3rd party applications, when we receive the first payload we automatically map and make it available for you, you can edit or remap this anytime in case the data structure got changed.
Apart from JSON we also support the Query String method as well in GET, POST method, we automatically convert them into a JSON format.
Field Mapping
This helps you to map the 3rd party data with Picky Assist Attributes like a new subscriber can be created / updated in the Picky Assist Platform by mapping the fields, which helps to keep the data always synced between your app and Picky Assist.
Steps
Steps allows you to perform multiple conditions and actions within it, for example if User Age is between 25 & 65 and gender is male then perform the actions for this condition , similarly, you can create multiple steps and perform more complex conditions and setup actions as per each business requirements
Filters
Filters are one of the most useful tools which helps you to filter the data coming from another app or the data stored within the picky assist and perform Actions based on the filter matching conditions, for example, if the age of the person is between 18-25 and gender is male then perform a set of action defined by you, similarly, you can create any number of filters and specify actions which are specified to the filters
Delay
Delay helps to pause the execution of the steps for a certain period, there are many handy usecases for this feature's few are as below;
Sending an Automatic Followup After X days from the Lead Creation Date
Sending Periodic Reminders for Webinars like before 2 days, before 5 hours, before 30 minutes, on the specific date, after 1 day etc
Sending Payment Reminders / Due alerts which respects to certain dates
Picky Assist Unique Custom Delay feature allows you to set a delay based on a specific date in a dynamic way, for an example you can minimise the no show for your Zoom Webinar using the Smart Delay which can send an automatic reminders before, after and on the Webinar Start Date
Our easy to track options also allows to easily track the schedules and cancel the schedules in a click.
Actions
Actions helps you to perform the configured action when a filter condition in a step is true, there are 20+ different actions you can perform like Adding A Tag, Adding User Into a Sequence, Sending A Message etc
Compatibility
We make use of the JSON & Query String parameter which is 99.99% software perfreered way to exchange data between 2 parties, so the connector can be integrated into any of the software's which supports sending triggers to a 3rd party platform when an event happens. So if your software/application supports triggered a Webhook then you can use Connector.
List of Popular Applications you can easily integrate with Picky Assist
CRM's
Application
Usecases
RD Station
Integrate with Workflows
When New Lead is Created When New A Lead is marked as Opportunity
Zoho CRM
Integration With Workflows When A New Module Entry is Created When Edit/Update happens to a Record When New Lead / Contact Created / Edited
Lead Squared
Integration With Automations When a New Activity is Posted to a Lead When New Lead Created / Updates When a Stage of the Lead is Changed When a Lead Submits on a landing page
Hubspot
Integration With Automations / Workflows When New Contact is Created / Updates When New Deals is available When a New Blog Article is Added When a Stage of the Lead is Changed When a Form is Submitted When New Company is Created When Deals enters a specified Stage When New Ticket is Created When a calendar task is created
Active Campaign
Integration With Automations / Workflows When New Contact is Created or Updated When New Deal Added or Updated
Pipedrive
Integration With Automations / Workflows
When New Deal is Created or Updated When New Lead is Created or Updated When New Activity is Created or Updated When New Person is Created When Deal Stage is Updated When an Existing Deal is Updated
Vtiger CRM
Integration With Automations / Workflows
When New Contact is Created or Updated When New Lead is Created or Updated When New Case is Created When New Opportunity is Created When New Ticket is Created When New Event is Created When New Invoice is Created When New Todo is Created
Webinars
Application
Usecases
Zoom
When New Meeting or Webinar is Created When New Recording is Completed for a Meeting or Webinar When New Registrants is Added to a Webinar
Send Meeting URL and Information through WhatsApp Sending Meeting or Webinar Reminders through WhatsApp Sending Webinar Followup or Feedbacks through WhatsApp
Go To Webinar
When New Meeting or Webinar is Created When New Recording is Completed for a Meeting or Webinar When New Registrants is Added to a Webinar
Send Meeting URL and Information through WhatsApp Sending Meeting or Webinar Reminders through WhatsApp Sending Webinar Followup or Feedbacks through WhatsApp
LiveStrom
When New Meeting or Webinar is Created When New Recording is Completed for a Meeting or Webinar When New Registrants is Added to a Webinar
Send Meeting URL and Information through WhatsApp Sending Meeting or Webinar Reminders through WhatsApp Sending Webinar Followup or Feedbacks through WhatsApp
Calendar
Application
Usecases
Calendly
When an Invitee Schedules an Event When an Invitee Canceled a Scheduled Event
Send Meeting URL and Information through WhatsApp Sending Webinar Followup or Feedbacks through WhatsApp
Ecommerce
Application
Usecases
Shopify
When New Customer is Created
When an Order is Placed / Cancelled When an Order Status is Changed to Any When New Product is Added When New Blog is Created in your Shopify Store When an order is Updated
Send Order Update Status through WhatsApp Send Feedback Form through WhatsApp After x hours from the delivery time Segment Users into Categories in Picky Assist for Mass Broadcasting
Inform Customers When a New Product is Added into your Store via WhatsApp
Woocmmerce
When New Customer is Created
When an Order is Placed / Cancelled When an Order Status is Changed to Any When New Product is Added When an order is Updated
Send Order Update Status through WhatsApp Send Feedback Form through WhatsApp After x hours from the delivery time Segment Users into Categories in Picky Assist for Mass Broadcasting
Inform Customers When a New Product is Added into your Store via WhatsApp
Online Ads
Application
Usecases
Google Ad Form
When New Google Adform is Submitted
Send a Thankyou message to the user
Alert your Sales Team about new Lead via WhatsApp
Add Customer into a Sequence
Tag Customer to Followup Later
Assign an Agent for Instant Live Chat
Forms
Application
Usecases
Google Forms
When A New Form is Submitted
Send A WhatsApp Message to the User Create a Filter to Allocate the Lead to the Right Team Add A Tag or Category for Segmentation Add User into a WhatsApp Drip Campaign (Sequence) Assign an agent for Instant Live Chat
Typeform
Same as above 👆
Zoho Forms
Same as above 👆
Paper Forms
Same as above 👆
EmailMeForm
Same as above 👆
FormStack
Same as above 👆
Aida Forms
Same as above 👆
Form Site
Same as above 👆
Ninja Forms
Same as above 👆
Gravity Forms
Same as above 👆
Contact Form 7
Same as above 👆
Not Seen Your Application Here?
Don't worry if you are not seeing the application you are using in the above lists as these are popular apps only, we support almost all app's so please send an email to support@pickyassist.com with the following details to confirm whether your app can be integrated through Picky Assist Connector.
1) Your Application / Software Website 2) Does your Application have a Workflow / Automation? 3) Does your Application have Webhook / API Integration? 4) Usecase
Last updated
Was this helpful?