Picky Assist 3.0 Zapier integrationAutomate Picky Assist 3.0 with Zapier.
The Picky Assist 3.0 Zapier integration gives you 1 instant trigger and 2 actions. Incoming WhatsApp or SMS messages can start a Zap, and other apps can send WhatsApp messages or pass data to a Picky Assist connector, without anyone copying numbers between tools.
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What the Picky Assist 3.0 Zapier integration is for
Picky Assist 3.0 links WhatsApp with your other software: messages that reach your number can travel elsewhere, and other tools can send WhatsApp messages through it. Zapier is the service that chains apps together. With the integration, a message in Picky Assist starts work in your other apps, and those apps can talk back through WhatsApp.
Three results worth building. Every inbound message logged: New Message fires on each new WhatsApp or SMS, and the next step files it in your CRM or a shared sheet. Confirmations sent from your other tools: a booking, an invoice or a shipping update in another app runs Send Message, and the customer gets a WhatsApp message on their number. Data handed to a connector: Send Data to Connector pushes what another app collected into a connector you built in Picky Assist, which then runs its own automation.
What Zapier does not do here. There are no searches, so a Zap cannot look up an earlier conversation or a contact in Picky Assist. There is one trigger only, on new messages: nothing else in your account can start a Zap. And no Zap picks up messages received before it was switched on; moving that history is a separate job.
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Zapier vocabulary in a minute
Seven Zapier words appear across this page. Here they are in plain terms before you open the editor.
- Zap
- The automation you build: a starting event, then one or more steps that run again each time that event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it, here a new incoming message.
- Action
- What the Zap does once started: the step that sends, creates or passes on something in an app for you.
- Task
- What Zapier bills you for: one action that went through. The allowance of your plan is a count of these.
- Polling vs instant
- Zapier checks a polling trigger on a timer. An instant trigger is reported by the app itself when the event happens.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it quietly otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A filter or a second action makes one, and it needs a paid plan.
What a Picky Assist 3.0 Zap costs
Picky Assist 3.0 is not a premium app on Zapier, so it runs on the free plan. The Zapier bill follows the actions that succeed, not the messages that come in.
- Free plan100 tasks per month, unlimited Zaps
- Free plan Zap shapeTwo steps: one trigger, one action
- New Message triggerNever costs a task
- Failed actionNot counted
The New Message trigger never costs a task, and a failed action is not counted. Each action that works is counted on its own: log the message in a CRM and send a reply, that is two tasks per message. The free plan builds two-step Zaps only, one trigger and one action. Add a filter, to react only to some messages, or a second action, and the Zap becomes multi-step, which needs a paid plan. The interval grid below concerns polling triggers; New Message is instant, so it does not apply.
Connect Picky Assist 3.0 in 3 steps
- 01
Open your connections
In Zapier, open the Apps page of your account and click + Add connection. A connection is your Picky Assist account linked once, then reused by every Picky Assist step.
- 02
Pick Picky Assist 3.0
Search for Picky Assist 3.0 in the dialog, select it, then click Add connection. You need a Picky Assist account, plus access to anything you do not own and want the Zap to use.
- 03
Sign in and grant access
A new tab opens on Picky Assist. Sign in with the account that holds your WhatsApp number, then allow Zapier in. The connection now appears in each Picky Assist step.
Your first Zap: WhatsApp leads land in your CRM
GoalWhen a WhatsApp message arrives, keep only those that look like sales enquiries and create a contact in your CRM.
- 01
Set the trigger
Create a Zap, pick Picky Assist 3.0 and
New Messageas the event. Choose your connection, then type a Zap Name: it is required, and it is how Picky Assist shows this Zap. - 02
Test with a real message
Run the test. Zapier brings back the three most recent items of the account, so map the next steps on a message that really reached your number.
- 03
Add a filter
From the plus icon, add a Filter: the field to look at, the rule and the value that mark a sales enquiry. The filter makes the Zap multi-step, so it needs a paid plan.
- 04
Create the contact
Add your CRM with its create-contact action and map the sender and the message text from the trigger. One successful contact equals one task.
- 05
Test, then publish
Test each step once and read what came back before going further. When the contact looks right, click Publish to switch the Zap on.
The Picky Assist 3.0 trigger
1 event starts a Zap when something happens in Picky Assist 3.0, and one of them is instant: the app calls Zapier straight away, whatever your plan.
New Message
Instant triggerIn Zapier“Triggers when there's a new WhatsApp/ SMS.”
Starts the Zap each time a new WhatsApp message or SMS reaches your Picky Assist account. It is the only way into a Zap from this app, so anything that should react to a customer writing to you goes through it: logging the conversation, alerting a colleague, opening a ticket in your helpdesk.
The 2 Picky Assist 3.0 actions
Picky Assist 3.0 gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Send Message
ActionIn Zapier“Send A New WhatsApp Message.”
Sends a new WhatsApp message from your Picky Assist account to one number, or to several at once.
Send Data to Connector
ActionIn Zapier“Trigger a PickyAssist Connector”
Hands the data of another app to a connector you set up in Picky Assist, which then runs whatever that connector is built to do.
When a Picky Assist 3.0 Zap breaks
Zapier links no help article and no limit specific to Picky Assist 3.0. What goes wrong comes from Zapier's own rules, and these four cases cover most of it.
The first three come from how Zapier works; the last one comes from the number format Send Message expects. When a run fails outright, Zapier troubleshooting covers the usual fixes.
Old conversations never arrive
A Zap only reacts to messages received after it is switched on. Earlier conversations stay out; bringing them over is a separate job.The Zap answers itself
A Zap that writes into the place its own trigger watches starts again on its own output. Check that sent messages never come back as new ones.A message burst is held back
When a trigger suddenly sends a very large batch, after a bulk import or a migration, Zapier's flood protection can hold the runs back.The message never leaves
Send Message needs the number with its country code, no + and no leading 0. A number written any other way does not match what the field expects.
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