Introduction
Learn More About Connectors
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
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
So the primary use case is to trigger a WhatsApp Message or perform a set of actions in the Picky Assist platform when an event/trigger happens in any other platforms or software outside Picky Assist.
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;
- 1.Send A Thank You WhatsApp Message Instantly to the User who filled the form
- 2.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
- 3.Add the User into a right Sequence which sends a series of messages which are related to their interested product.
- 4.Add a tag or add them into a specific category which helps you to segment customers and send them mass messages.
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.
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.
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 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 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 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;
- 1.Sending an Automatic Followup After X days from the Lead Creation Date
- 2.Sending Periodic Reminders for Webinars like before 2 days, before 5 hours, before 30 minutes, on the specific date, after 1 day etc
- 3.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 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
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.
Please note below is the list of only popular applications, connector can virtually connect to any 3rd party application which supports sending triggers through JSON for the Query String method, if you need any assistance then please email to [email protected]
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 |
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 |
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 |
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 |
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 |
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 [email protected] 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 modified 1mo ago