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Picky Assist Help Desk
Picky Assist Help Desk
  • Welcome To Picky Assist 🙏
  • Setting Up Guide
    • Sending First Message
    • Connecting Channels
      • WhatsApp Web Automation to Official API Migration Guide 2024
      • Connecting WhatsApp Web Automation
      • Connecting Facebook Messenger
        • Introduction
        • Getting Start
        • Guidelines & Compliances
        • Messenger Link
      • Connecting WhatsApp Official
        • Introduction
        • Dashboard
        • Profile
        • Templates
      • Connecting WhatsApp Cloud API
      • WhatsApp Official Managed Service
      • Connecting Instagram
      • Phone Bridge (Call Blaze)
      • Connecting SMTP
      • Connecting Amazon SES
      • Connecting Sendgrid
      • Connecting Additional WhatsApp Numbers
      • Porting WhatsApp Number to Picky Assist
      • WhatsApp Official Message Delivery Issues & Solutions
    • Working With Prebuilt CRM Modules
      • Introduction
      • Onboarding
      • Modules
        • Leads
        • Deals
        • Meetings
        • Company
        • Support Cases
        • System Modules
          • Contacts
          • Notes
          • Task
          • Call Logs
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      • Automations
        • Workflows
        • Chatbots
        • Funnels
        • Connectors
        • Scheduler
        • Other Prebuilt Features
      • Reports and Dashboard
      • Mandatory Preconditions for Using Prebuilt
      • Testing Prebuilt
    • Managing Organization
    • Setting Up Teambox
      • Introduction
      • Routing Rules
      • Teambox
      • Inbox View
      • Organization Hierarchy
      • Analytics
    • Setting Up Smart Replies
      • Introduction
      • Train Module
        • Training Bot Introduction
        • Topics / Categories
        • Intent & Context
        • Question Variations
        • Uploading Bulk Questions
        • Reply with Media Files
        • Personalising Replies
        • Smart Actions
        • Direct URL
        • Fall Back Response
        • Small Talks
        • Testing the Bot
        • Publishing Bot
      • ChatGPT Integration
      • Learn Module
      • Stats Module
      • Deep Linking
      • Settings
    • Smart Reply V2
      • Introduction
      • ChatGPT Integration
      • Train Module
        • Training Bot Introduction
        • Topics / Categories
        • Intent & Context
        • Question Variation
        • Uploading Bulk Questions
        • Reply with Media Files
        • Personalizing Replies
        • Smart Actions
        • Direct URL
        • Fall Back Response
        • Small Talks
        • Publishing Bot
      • Learn Module
      • Stats Module
      • Deep Linking
      • Settings
    • Setting Up Broadcaster
      • Introduction
      • Creating a Campagin
      • Sending Message to WhatsApp Groups
      • Reports
      • Broadcaster V2
        • Introduction
        • Creating Campaign
        • Reports
    • Setting Up Sequence
      • Introduction
      • Creating New Sequence
      • Sequence Stats
      • Subscribe & Unsubscribe
      • Disabling Sequence Message
    • Setting Up Reminder
    • Setting Up Mobile App
    • Setting Up Connector
      • Introduction
      • Getting Started
      • Steps
        • Introduction
        • Filters
        • Delay
        • Iterator
        • Stats
      • Actions
      • Formatter
        • Date & Time
        • Counter
        • Math Calculation
        • Data Parser
        • Convert File
        • Line Items
      • Building Mini App
      • Email Parser
      • Data Storage
      • Simulate Test
      • Connector Logs
    • Email Builder
    • Setting Up Flow Builder
      • Fundamentals (Must Read)
      • Basic Terminology (Must Read)
      • Guide to Building an Effective Chatbot (Must Read)
      • Create, Manage, Test & Publish Flows
      • Triggering a Chatbot Flow
      • Steps
        • Introduction (Must Read)
        • Send Message
        • Ask A Question
        • Filter
        • Save Data
        • Actions
        • Check WhatsApp Session
        • Delay
        • Smart Delay
        • Formatter
        • Splitter
        • Data Lookup
        • Trigger HTTP API
        • Webhook
        • Apps
        • Match Keywords
        • Route to Chatbot
        • End
      • Saving Data into CRM
      • Analytics
      • Integrations
      • Flow Builder logs and conversational logs
      • Chatbot Best Practices, Ideas & FAQ
    • Setting up Modular CRM
      • Fundamentals (Must Read)
      • Guide to Building and Implementing a Modular CRM (Must Read)
      • Create & Manage Data Modules
      • CRM Macro Buttons
      • Adding Records into CRM
      • Data View & Manage Records
      • Task
      • Workflows
      • Funnels
      • Data Import
      • Integrations
    • Setting Up Scheduler
    • Media Gallery
    • Quick Replies
    • Opt-out Settings
    • Blacklist
    • Global Variables
    • Setting Up Ad-On's
      • Setting Up WhatsMail
      • Setting Up Zendesk
      • Setting Up Zapier
      • Setting Up Zoho CRM
        • Getting Started
        • Working with Extension
        • Integrating with Zoho Workflow
        • Lead Assignment Rules
        • Integrating into Custom Modules
        • Connecting Multiple WhatsApp Numbers into Zoho CRM
        • Integrating WhatsApp with Zoho CRM Mobile App
        • Keyboard Shortcuts
      • Setting Up Facebook Lead Adform
      • Facebook Lead Ad form V2
      • Setting Up WhatsApp Web
      • Setting Up Pabbly Connect
      • Setting Up ChatGPT App
    • Google Chrome Extensions
      • Extension for Sending WhatsApp Messages from any Webpage
      • Chrome Extension V2
      • Extension for Zoho CRM & Teambox
    • Managing Profile
      • Two Factor Aunthentication
      • Login History
      • Delete Account
    • Quick Rollout Guide
      • WhatsApp Official Account
    • Developers & Partners Guide for Deep Integration of Picky Assist
  • API Documentation V2
    • Introduction
    • Quick Start Guide 🏃
    • Global Webhook
      • How Webhook Works
      • Webhook Variables
      • Configuring Webhook URL
      • Webhook Request & Response
      • Getting the Conversation Context
      • Testing Your Webhook
    • Event Webhook
      • How Event Webhook Works
      • Event Webhook Variables
      • Configuring Event Webhook URL
      • Event Webhook Sample Request & Response
    • Push API
      • Introduction
      • API Variables
      • Sending Single Message - Push
      • Sending Dynamic Messages – Push
      • Sending Media Attachments – Push
      • Sending Interactive List & Buttons
      • Sending Stickers
      • Sending Bulk Messages - Push
      • Sending Contacts
      • Sending Location
      • Sending WhatsApp Template Messages
        • Introduction
        • Sending WhatsApp Template Text Messages
        • Sending WhatsApp Template Image
        • Sending WhatsApp Template Document
        • Sending WhatsApp Interactive Buttons
        • Sending WhatsApp Limited Time Offer Templates
      • Sending Message to Groups
      • Sending SMS Using SIM Card
      • Sending Message to Facebook Messenger
      • Normal Post Method
      • Delivery Reports
      • Push API Must Read Instructions
      • Testing API Requests
    • WhatsApp Template API
      • Introduction
      • API Variables
      • Template Request API
      • Template Status API
      • Languages
      • Guidelines
    • WhatsApp Group API
      • Introduction
      • API Variables
      • Create Group
      • Set Group Permission
      • Add Group Admin
      • Add Group Members
      • Fetch Group Details
      • Update Group Info
      • Remove Group Members / Admin
      • Generate New Invite Link
      • Group Delete Actions
    • WhatsApp Settings API's
      • WhatsApp Profile API
      • 2 Step Verification
      • WhatsApp Status Update
      • WhatsApp Contact & Group Fetching
    • Device Manage API’s
      • Fetching Device Status API
      • Device Commands API’s
      • WhatsApp Automation Server Status API
    • Account API
      • Fetch Balance
    • Project Management API
      • Introduction
      • Create Project
      • Get Project Details
      • Set / Update Webhook
      • Create API Token
      • Manage API Token
      • Change Billing Plan
      • Fetch Account Balance
      • Country Code & Timezones
    • References
      • Status & Error Codes
      • Most Frequent Issues & Solutions
      • Formating & Sending Emojis 😊
      • Postman Collection for Picky Assist API's
      • High Volume Messaging Bots - WhatsApp
    • Sample Codes
      • PHP
      • Python
      • Node JS
      • Ruby
      • Java
      • ASP.NET Using C#
      • Javascript
      • Go
      • Swift
      • C
      • C#
      • Objective C
  • General Guidelines
    • Billing
    • Adding Money Into Account
    • Rate Limits
    • Character Limits WhatsApp
    • Best Practices for Media Handling
    • Roadmap
    • Features In the Early Beta Version
  • Changelog
    • 2021
      • February 2021
      • March 2021
      • April 2021
      • May 2021
      • June 2021
    • 2020
      • February 2020
      • March 2020
      • April 2020
      • May 2020
      • June 2020
      • September 2020
      • October 2020
    • 2019
      • November 2019
      • October 2019
      • August 2019
      • September 2019
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On this page
  • Powerful No Code Integrations
  • API vs Connector:
  • Advantages of using Picky Assist's Connector over traditional API and webhook setup:
  • Revolutionizing Automation with the Mini App Builder

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  1. Setting Up Guide
  2. Setting up Modular CRM

Integrations

Integrate CRM into 5000+ App with No Code Connector

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Last updated 6 months ago

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Powerful No Code Integrations

When it comes to integrations, Picky Assist shines brightly with its inbuilt . This visual, no-code feature enables data to be seamlessly pulled and pushed from any third-party software, making integrations simpler and more effective. Developers can save significant time by utilizing our Connector instead of building something from scratch.

Our Connector supports a variety of operations, enabling users to add, search, update, and delete records with ease. You can even schedule periodic data syncs using our existing feature, keeping your CRM data up-to-date and accurate.

API vs Connector:

We believe that building an integration should be as straightforward as possible. That's why we created our no-code Connector, a powerful tool that allows you to create a webhook link and trigger HTTP requests. With our Connector, you can utilize features like , Smart Delay, Formatter, , Scheduler, and more, all without writing a single line of code or needing to host the application on your server.

This innovation gives developers more power to build stunning solutions on top of Picky Assist products at a record-breaking turnaround time for your customers. We're not just offering a product; we're providing an efficient and flexible platform for you to build upon and create tailored solutions for your business needs. With Picky Assist, the possibilities are endless.

Advantages of using Picky Assist's Connector over traditional API and webhook setup:

  1. Ease of Use: With its no-code platform, the Connector allows you to integrate third-party services without writing a single line of code. This lowers the barrier to entry, allowing non-technical users to take advantage of powerful integrations.

  2. Time-Saving: Setting up a traditional API or webhook involves a significant amount of development time. With the Connector, this process is greatly reduced, allowing you to implement and test integrations quickly.

  3. Versatility: The Connector supports a variety of operations including adding, searching, updating, and deleting records. This versatility is not always available or easy to implement with traditional APIs or webhooks.

  4. Advanced Features: The Connector offers advanced features such as Filters, Smart Delay, Formatter, Iterator, and Scheduler. These features can streamline the data management process, something not always possible with traditional API or webhook setups.

  5. No Server Hosting: Unlike traditional API and webhook setups, the Connector eliminates the need for server hosting. This can significantly reduce the cost and complexity of your integrations.

  6. Automatic Sync: The Connector, in combination with the Scheduler, enables automatic syncing of data at regular intervals. Traditional setups often require manual syncing or complex code to achieve this.

  7. Reduced Errors: Manual code has a higher risk of errors. Since the Connector is a no-code platform, the risk of coding errors is greatly reduced.

  8. Faster Turnaround: With the simplicity and power of the Connector, you can achieve faster turnaround times in creating and deploying integration solutions, improving efficiency and productivity.

Revolutionizing Automation with the Mini App Builder

The magic of the Mini App Builder lies in its ability to consolidate numerous backend operations into one simple action. Imagine you're running a business, and you need to create a new customer profile, register a company, and generate an invoice, all at once. With conventional CRM systems, this would entail opening multiple modules and filling out numerous forms - a time-consuming process.

With the Mini App Builder, however, you can build a single form that collects all the necessary information, and then, using the power of Picky Assist's Connector, distribute this data to the appropriate modules. In just one click, you've accomplished three tasks.

But it doesn't stop there. The Mini App Builder also integrates with Picky Assist's Workflow and Chatbot systems, enabling you to initiate multiple automated processes based on the information inputted into your form. For instance, once a new customer profile is created, an automated workflow could trigger a personalized welcome email or a chatbot could start an engagement conversation, all without any manual intervention.

Picky Assist's Mini App Builder revolutionizes the way businesses operate by minimizing manual data entry and maximizing automation. It allows businesses to focus on what they do best while Picky Assist takes care of the rest. And this is just the tip of the iceberg; with continual innovations being crafted in our lab, there's no limit to what you can achieve with Picky Assist.

Picky Assist's is an innovative tool designed to empower both developers and non-technical users alike. It allows you to create powerful, one-click automation systems that significantly streamline complex tasks, saving you time and effort.

Connector
Scheduler
Filters
Iterator
Mini App Builder