Getting Started
The first step is to create a connector url, to do this from the top left side click on “Add” and in the popup fill the details
This is the unique URL generated for the connector you created, this needs to be configured / added into the 3rd party software / application from which you wish to receive an event to the Picky Assist.
Generally, 3rd Party App call is as below;
Webhooks
Rest Hooks
Hooks
Call Back URL
HTTP Request
Just check and confirm whether your software supports sending data to 3rd party software through webhooks when an event happens in the software.
Generate New URL
Please keep this URL private and in case if you feel the URL is comprised, click the “Generate New URL” and this will generate a new connector URL, please note after generating the new URL please make sure it's updated in the app/software from which the URL will be triggered.
Map Response
Map response helps you to send a response back to the app/software, for example, if your application needs to perform certain actions based on the response then you can customise the response in any format and include the attributes from the Picky Assist Platform or even from the inbound received payload.
This helps you to map the incoming data variables to the Picky Assist Attributes which helps you to create a new subscriber in Picky Assist or sync the Picky Assist Attribute values when an event happens in the 3rd party Apps
The usage is like when a new lead is created in your platform add them into Picky Assist so that you will be able to make use of the WhatsApp Drip Campaign, Broadcaster feature through Picky Assist in just a few clicks.
Please note in order to map a field it’s mandatory to map the mobile number and default channel first. Every time the event is triggered the mapped data fields will get update against each subscriber in the Picky Assist
This is the core of the platform which helps our system to identify the data structure i.e in which variables the data is available for us to process, we support only JSON and Query String Method
Mostly 99.9% of Webhooks are in JSON Format so it's a widely used format, however if you want to simply POST/GET a Query String then you can pass the data along with the Connecting URL as https://connecting.url/?name=yourvalue&mobile=yourvalue&email=yourvalue and we will convert this as JSON for ease of processing.
By default this code is empty until we receive the first event from the 3rd party platform, when we receive the event we automatically Map this and further the data structure will be available in the connector to reuse or configure.
Once the Connector URL is set as Webhook / Hook / HTTP Request in the 3rd party software/application please trigger the event so that our system received the payload and map the structure.
You will able to see the event trigger logs from the right hand side as shown below, clicking on the even will open a popup and you will able to see the JSON Code Structure in the body
You can also manually copy and paste the JSON Code from Samples but we don’t recommend this method.
Steps help you to take different actions based on different conditions, you can create upto 50 Steps with different filter conditions and actions to automate many tedious tasks.
A step has a Filter & Action, when an event enters into the step it first checks whether any filter conditions are configured, if the filter condition is configured then it will check the condition and if true then it executes the action configured by you. If no filter condition is configured it will directly execute the action and move to the next step if available.
Please note the Steps will be executed in the order it's saved.
The step will be executed in the order how it's saved and displayed, you can change the order by click and drag it
Once the action order is changed please make sure all the filters if any in the actions are re-configured correctly to avoid executing wrongs actions.
You can easily clone the step by click the icon as shown below and this helps you to save your time building the filter and action again from the scratch, instead you can simply clone any steps and make necessary changes to the cloned step
In order to easily identify what action it performs you can name it by clicking the “Step Name” and entering the Name.
On clicking the delete button will delete all actions and filters associated with a step
The filter is one of the most powerful feature 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
You can create Unlimited AND filter conditions and decide whether to match all conditions or match any conditions to perform the action in the step.
Please note if the filter condition is false then it will skip the action configured in the step and moves into the next step in the order, so if you want to perform separate action for both filter conditions i.e true and false then please create another step with the false condition just below the true condition step
Below are the available data types and conditions to filter
Data Types | Condition |
Text | is isn't contains doesn't contains starts with ends with minimum length maximum length is empty is not empty |
Numeric | equals not equals greater than less than between not between minimum length maximum length is empty is not empty |
Date & Time | is isn’t on after before not before between not between is empty is not empty |
Date | is isn’t on after before not before between not between is empty is not empty |
Time | is isn’t on after before not before between not between is empty is not empty |
is isn't contains doesn't contains starts with ends with is empty is not empty | |
Website | is isn't contains doesn't contains starts with ends with is empty is not empty |
URL | is isn't contains doesn't contains starts with ends with is empty is not empty |
Choice | is isn't is empty is not empty |
Actions help you to take 20+ actions like Sending A WhatsApp Message, Email, Add Tag, Adding into Subscribers, Adding User Into a Sequence etc
Below are the available Actions
Action Category | Action |
Notification | Send Message |
| Send Email |
Attributes | Set Attribute |
| Clear Attribute |
CRM | Add Tag |
| Remove Tag |
| Add Category |
| Remove From Category |
| Open Ticket |
Automation | Add to Sequence |
| Remove From Sequence |
| Pause Smart Replies |
| Blacklist Number |
| Remove From Blacklist |
| Stop Executing Further Steps |
| Route to Another Connector |
There will be a situation when working with many 3rd parties that the date and time may not always be in ISO Standards so we have a date & time formatter which helps you to map the Day, Month, Year, Time, Hour, Format virtually from any type of formats when separated a record with a comma, hyphen, slash, dot, semi column
You will also have the option to convert a date and time from a timezone to another which helps to send messages at the right time.
Attributes plays an important role in Filters & Actions like Sending Messages, Email etc , attributes helps to personalize the contents in an email or message. There are 3 types of attributes available in the connector as below;
Event Attributes : This is the attributes from the 3rd party Software / Application and will be available to select wherever you see </> symbol
System Attributes : This is the Picky Assist default attributes i.e Name, Email , Mobile , Time Zone, Current Time
Subscriber Attributes : This is the Picky Assist Social CRM Attributes created by you.
All events triggered from the 3rd party software will be available in the logs and this helps to troubleshoot the issue or copy the JSON code from the body
