Setting Up Pabbly Connect

Introduction

Pabbly Connect is an automation tool that allows you to integrate different apps and automate workflows without requiring any coding knowledge. It enables you to connect various applications and services, creating automated workflows that perform tasks such as data transfer, email automation, and more. Pabbly Connect supports a wide range of applications and is designed to help businesses streamline their processes, you can read more details and create a free account through their website

For those familiar with automation tools, Pabbly Connect is similar to Zapier and Make (formerly Integromat), offering similar functionalities to create automated workflows between apps. However, Pabbly Connect stands out as a more cost-effective alternative, especially since it offers Lifetime Deals, which provide users with access to the platform without the recurring subscription fees typical of other automation tools. This makes Pabbly Connect an attractive option for businesses and individuals looking to streamline processes without incurring high ongoing costs.

How it Works

Pabbly Connect operates on the principle of Triggers and Actions, allowing you to automate tasks between different platforms. When something happens in one app (a Trigger), it automatically triggers an action in another app. For example, when a new email is received, you can set up a workflow to save any attachments to Google Drive and forward the email to another user. This process is entirely code-free, enabling you to create workflows between over 2,000 apps.

Picky Assist leverages Pabbly Connect's Triggers and Actions to seamlessly pull and push data across its various products, including CRM, Workflow, Chatbot, Funnels, Mini Apps, Google Chrome Extension, and CRM Macro Buttons, making automation more efficient and integrated within the Picky Assist product ecosystem.

Pre-requisites

Before getting started, ensure you have the following in place:

1. A Pabbly Connect account (free or paid) with available task limits and a basic understanding of how the platform works

2. A Picky Assist account (free or paid) with the ability to create Connectors and a basic understanding of how Picky Assist Connector works

3. If the workflow involves sending WhatsApp messages, emails, or other communications, ensure that the relevant channels (e.g., WhatsApp, email, etc.) are connected to Picky Assist under Channels.

4. A list of apps you intend to link with Picky Assist through Pabbly Connect.

5. Clearly define the objective of this automation and what business problem it aims to solve and decide which data needs to be exchanged between Picky Assist and third-party software via Pabbly Connect.

6. A clear understanding of how Pabbly Connect Pricing works and How Picky Assist Connectors Limits are applicable as per the plans.

Having these elements in place will ensure a smooth setup process and successful automation.

Time Required & Difficulty Levels

The time required to set up the automation depends on the type of workflow, the number of steps, and the actions involved. Most automations can be completed within 15 minutes. However, more complex automations that include multiple filters, logic conditions, data retrievals, formatters, and iterations may take several hours and require thorough testing.

For straightforward automations, the process is easy to set up and does not require technical knowledge. However, for more advanced automations, some logical reasoning skills and a basic understanding of JSON arrays may be necessary. Having clear requirements will simplify the setup process.

Automation Ideas Using Pabbly Connect & Picky Assist

1. Google Form or Website Form Submission -> WhatsApp Chatbot Trigger: When a Google form or website form is submitted, trigger a WhatsApp Chatbot in Picky Assist to collect additional details. The data can then be updated in a Google Sheet for tracking.

2. WhatsApp Chatbot -> Generate Business Proposal: When a WhatsApp Chatbot collects details like name, email, and requirements, it automatically generates a business proposal in PDF format, save it to Google Drive, and update the corresponding information in Picky Assist CRM (e.g., under Leads or other modules).

3. Manual Workflow Trigger from Picky Assist CRM: Trigger a workflow or automation manually from the Picky Assist CRM using Mini Apps or Macro buttons. For instance, export a specific lead record to Google Sheets or create a row in Notion.

4. Send Reminders via WhatsApp: Whenever an event occurs on a third-party platform like Zoho Books or QuickBooks, send automated WhatsApp reminders through Picky Assist. This can be extended to over 2,000 apps supported by Pabbly Connect.

5. Sync CRM Data from Third-Party Platforms: Sync data from CRMs like Zoho, Salesforce, or HubSpot and trigger actions such as starting a WhatsApp Chatbot or adding the contact to Picky Assist Funnels for automated follow-ups.

6. Picky Assist CRM Workflow -> Mailchimp Campaigns: Push data from Picky Assist CRM (e.g., Leads) to third-party platforms when certain conditions are met, like changing the lead stage. This could automatically add them to a Mailchimp campaign.

7. LinkedIn or TikTok Ad Form -> Picky Assist CRM & WhatsApp Chatbot: When a LinkedIn or TikTok ad form is submitted, automatically add the data to Picky Assist CRM and trigger a WhatsApp Chatbot to gather more information from the leads.

8. Leads Retargeting via Facebook/Google Ads: Add or remove leads from custom Facebook or Google Audience lists based on changes in their stage within the Picky Assist CRM. This can help automate data-driven retargeting for more effective ad campaigns.

9. Create and Share Payment Links via Razorpay, Stripe, or PayPal: Generate payment links through payment gateways like Razorpay, Stripe, or PayPal directly from Picky Assist CRM, either manually using Macro Buttons or automatically through Workflows or Chatbots. Share these links via WhatsApp or email channels connected to Picky Assist.

10. Trigger Automation from any Web Page with the Picky Assist Chrome Extension or Mobile App through the Picky Assist Mini App builder

Sending Data to Pabbly Connect from Picky Assist (Triggers) via Connector

Now let’s learn how to send data to Pabbly Connect from Picky Assist via the Connector. For those unfamiliar, the Picky Assist Connector is a product developed by Picky Assist to integrate its wide range of products and services with third-party platforms without writing any code. It operates similarly to Pabbly Connect but is limited to the Picky Assist product ecosystem. You can read more about the Connector on their website.

Step 1: Decide What Data to Push

The first step is to determine what data needs to be pushed from Picky Assist to a third-party platform through Pabbly Connect.

Step 2: Identify When the Connector Needs to Be Triggered

The Connector can be triggered in various situations based on your requirements, such as:

• Scheduler: Triggered at regular intervals to perform actions like searching for a specific record in the CRM and sending data to third-party software.

• Manual Trigger: Triggered when a Mini App form is submitted via Teambox, the global right-side multitask menu, the Google Chrome extension, the mobile app, etc.

• Macro Button: Triggered when a "Macro Button" is submitted in a CRM module.

• Automatic Trigger: Triggered from sources like Smart Replies, Broadcaster V2, or Facebook Lead Ad Forms.

Step 3: Action to Be Taken in the Connector (HTTP Request)

Once the connector is triggered, you need to decide what action to perform. Picky Assist natively supports over 35 actions, but to push data to a third-party system, you will use the HTTP Request action.

• If you don’t have an existing step, create a new one and select the HTTP Request action.

  
• After selecting this action, click on the Configure button, which opens a pop-up.

  
• Here, you need to push the data to Pabbly Connect in JSON format. The data will be sent as a Trigger in Pabbly Connect.

Step 4: Configure Pabbly Connect

• In Pabbly Connect, search for the Picky Assist app and select the trigger event Get Data From Picky Assist.

  

  
• Pabbly Connect will provide you with a unique webhook URL. Copy this URL and paste it into the Picky Assist HTTP Request URL field.

  
• You need to paste the URL into the Picky Assist Connector under the HTTP Action (Configure) and Paste under the URL as shown below

  

Step 5: Select the Data to Be Passed

• Click on the Body tab in the Picky Assist Connector and select the body type as JSON.

  
• Define the Key (reference variable) and Value (actual data) that will be sent. For example, Key could be Name and Value could be the actual name being passed.

  
• Use the attribute mapping feature (by clicking the </> icon) to dynamically select the data from Picky Assist's various products.

  
• You can add more key-value pairs by clicking the Add More button to include additional data.

  

Step 6: Test the Connection

• In Pabbly Connect, click on Capture Webhook Response to see the data received from the connector.

  

• After mapping all the data, click the Test button to send a request to the Pabbly Connect workflow for Picky Assist.

  
• Now in the Pabbly Connect, you can see the data sent from the Picky Assist is captured in the Pabbly Connect and ready for mapping it further in steps in the Pabbly Connect

  

Step 7: Save the HTTP Request

• Once the test is successful, go back to the Picky Assist Connector and click Save HTTP to save the HTTP Request action.

  

The integration is now complete! Whenever the connector is triggered, the HTTP Request action will execute according to the step order and pass all relevant details to the Pabbly Connect workflow. You can then add more steps in Pabbly Connect to further automate your workflow.

Sending Data to Pabbly Connect from Picky Assist (Triggers) via Workflow, Chatbots, Funnels

Apart from the Connector, Picky Assist also supports making HTTP requests directly from its products like Workflow, Chatbots, and Funnels. Here’s how each product can be used:

1. In Workflow, HTTP requests can be triggered when changes occur in the Picky Assist CRM modules. For example, when a new lead is created, you can send the lead's details to MailChimp, or when a deal's status changes to "closed," you might want to create an invoice in QuickBooks.

2. In Chatbots, HTTP requests are useful for collecting information such as email addresses, phone numbers, or product preferences, and pushing that data to platforms like Zoho CRM, Salesforce, or Google Sheets.

3. For Funnels, HTTP requests can be used whenever a goal is reached or when a record is added. Data like the name, stage, email, or phone number can be sent to platforms such as Zoho CRM, Salesforce, Pipedrive, or Google Sheets.

The method of pushing data is the same as described for the Connector, using the HTTP Request method. Workflow, Chatbots, and Funnels all use a visual no-code flow builder to set this up.

When setting up the HTTP request, the first step is to decide when the data should be passed to Pabbly Connect and what specific data needs to be transferred.

In the flow builder, right-click anywhere on the canvas and search for the “Trigger HTTP API” step as shown below

After selecting it, click on the settings button, which will open a pop-up where you can configure the request.

The process of triggering the HTTP request works exactly the same as described earlier for the Connector. Refer the Steps

This approach is applicable across Workflow, Chatbots, and Funnels, allowing you to pass data from different Picky Assist products to any third-party platform via Pabbly Connect.

Sending Data from Pabbly Connect to Picky Assist (Actions) via Connector

This action helps you transfer data from third-party apps to Picky Assist via Pabbly Connect using the Picky Assist Connector.

Use Cases for This Workflow:

• Add Record to CRM: When a Google Form is submitted, create a new record in the Picky Assist CRM and automatically add it to a funnel.

• Trigger Chatbot: When a new lead is created in Zoho CRM or Salesforce, trigger a WhatsApp chatbot to collect requirements and send the data back to those platforms.

• Assign Chat: If an order is canceled in Shopify or WooCommerce, automatically assign a chat in the Picky Assist Teambox for the cancellation team to engage the customer.

• Create Task: When a new client onboarding request is received, trigger task creation in the system.

Picky Assist supports 35+ native actions that can be executed either sequentially or simultaneously, depending on business requirements. You can visually define these actions within the Connector once data is received from third-party platforms via Pabbly Connect.

Configuration Guide for Pabbly Connect and Picky Assist Connector:

1. Create a New Connector in Picky Assist:

   • Log in to your Picky Assist account.

   • Navigate to Automation -> Connector and click the Add button.

   • Provide a name and description, then select the event source as "Webhook."

     
   • Once created, you will get a unique URL for this automation, which needs to be copied and pasted into the Pabbly Connect workflow.

     
2. Configure Pabbly Connect:

   • In Pabbly Connect, select the action step, search for Picky Assist, and choose the action event Send Data to Connector (Simple).

     
   • Click Connect and either add a new connection or select an existing one. The API token is optional for this action, so you can enter any value if prompted.

     

     The API token is optional for this action, so you can enter any value if prompted.

     
3. Mapping Data:

   • In the next step, map the Connector URL (from the Picky Assist Connector you created earlier) to the Connector URL field as shown below

     
   • Click the + button under the "Source" field in Pabbly Connect.

     
   • Here, input a label (e.g., Name, Email, Phone) and assign the value from the previous step (e.g., name = name from the Google Form, email = email from Zoho CRM).

     
   • You can add additional fields by clicking the + button to map more data.

     
4. Test and Save:

   • Once all fields are mapped, click Save & Test Request to check if the data is correctly sent to Picky Assist.

     
   • In Picky Assist, you will see that the data is mapped in the Connector.

     

     You can see the details from the Pabbly Connect is now available inside the Picky Assist and this will be further available in different steps to map in the Picky Assist

   • 
5. Create Actions in the Picky Assist Connector:

   • After receiving the data in the Connector, you can define actions by creating steps. A step can consist of a Filter, Delay, or Action.

     
   • Depending on your workflow requirements, you can create multiple steps and actions. Picky Assist supports 35+ actions, including Adding Data to CRM, Chat assignments to Teambox, and WhatsApp Chatbot Triggers

     
   • Wherever you see the </> symbol in the Picky Assist Connector, you can select the value passed from Pabbly Connect.

     
6. Go Live:

   • After defining all the necessary actions, click Save on the connector to finalize the configuration.

     
   • Your integration is now live, and data from third-party apps via Pabbly Connect will trigger the defined actions in Picky Assist.

By following this setup, you can seamlessly automate data flows between third-party platforms and Picky Assist, using Pabbly Connect to manage the connections.

Sending Nested JSON Data from Pabbly Connect to Picky Assist (Actions) via Connector

This method is an advanced option for processing JSON array data, such as line items, product details, and invoice details, using Picky Assist Iteration and Line Items, Formatters. These tools allow you to handle complex data and take actions like adding the information to the Picky Assist CRM or sending WhatsApp messages.

Use Cases:

• Send Invoice Details: Push invoices that contain line items such as shipping and billing addresses, item details, etc., from third-party platforms to the Picky Assist CRM or Chatbot.

• Send E-commerce Order: Transfer orders from Shopify or WooCommerce that contain multiple cart items to the Picky Assist platform.

Process Overview:

The process of connecting Pabbly Connect with Picky Assist remains the same as previously explained. However, in this case, the key difference lies in the format of the data being passed — it must be in JSON format. In Pabbly Connect, select the action step, search for Picky Assist, and choose the action event Send Data to Connector (Nested JSON) as shown below

Need to copy and paste the connector URL , refer to the previous step in the detailed guide and you can see the JSON Data field where you need to construct a JSON and can include data from the previous steps inside the the JSON

Example of JSON Data:

When pushing data from a third-party platform, the data structure should follow a valid JSON format. Here's an example:

{
  "invoice_number": "INV12345",
  "ship_to": {
    "name": "John Doe",
    "address": "1234 Elm St",
    "city": "San Francisco",
    "postal_code": "94101"
  },
  "bill_to": {
    "name": "Jane Doe",
    "address": "5678 Oak St",
    "city": "Los Angeles",
    "postal_code": "90001"
  },
  "items": [
    {
      "item_name": "Laptop",
      "quantity": 1,
      "price": 1000
    },
    {
      "item_name": "Mouse",
      "quantity": 2,
      "price": 50
    }
  ]
}

Steps for Processing Array Data:

1. Receive Data in Picky Assist Connector: After passing the JSON data from Pabbly Connect to Picky Assist, the data will be received in the Picky Assist Connector.

2. Use Iteration to Process Nested Data: In Picky Assist, use the Iteration feature to extract and process the nested (array) data.

   

   For instance, if an e-commerce order contains multiple items, Iteration allows you to loop through each item in the array and handle them individually. This could involve actions such as:

   • Adding the items to the CRM.

   • Sending a WhatsApp message for each item.

3. Define Actions: Once the data is extracted, define the necessary actions, such as creating a CRM entry or sending a message. Multiple actions can be triggered based on the processed data.

Validating JSON Data:

Before sending the data, it’s essential to validate that the JSON structure is correct. You can use online tools such as:

• JSON Formatter

• JSONLint

These tools will help ensure the JSON is correctly formatted before processing it in Picky Assist.

By leveraging JSON arrays and Iteration, this method allows for more sophisticated data handling within the Picky Assist product ecosystem, making it possible to manage complex data like invoice details or multi-item orders efficiently.

Support

If you are facing any issues then please keep in touch with the following contacts

Pabbly Connect: support@pabbly.com | Facebook Community Issues related to the Pabbly Connect platform, workflow not working, not getting data from 3rd party platforms, etc

Picky Assist : support@pickyassist.com | Facebook Community Issues related to Picky Assist platforms like Connector, HTTP API Request, Iterations, WhatsApp Chatbots, etc

3rd Party Softwares If the automation involves 3rd party software and something suddenly stops working then please check whether you are getting a response from these 3rd party software and contact them for support, it can be contacted via Pabbly Connect as well