Integrate Upsales with Picky Assist

Send information between Upsales and Picky Assist automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send an SMS notification from Picky Assist when a booking is created in Upsales

Provide customers with immediate confirmation of their booking for enhanced clarity. This flow will send a text message from Picky Assist following a new booking in Upsales.

How it works
  1. The flow triggers when a new appointment is created in Upsales.
  2. Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
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Send an SMS notification from Picky Assist when a booking is created in Upsales

Upsales + Picky Assist

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Send a welcome email in Picky Assist for a recently created contact in Upsales

Send personalized welcome emails to every new contact in your sales and marketing platform. This flow will send a welcome email in Picky Assist when a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
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Send a welcome email in Picky Assist for a recently created contact in Upsales

Upsales + Picky Assist

Build your own integrations between Upsales and Picky Assist

Connect Upsales and Picky Assist with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and Picky Assist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Activity created

Triggers when a new activity is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create contact

Creates a new contact

Create order

Creates a new order

Create company

Creates a new company

Create product

Creates a new product

Create appointment

Creates a new appointment

Send message

Sends a new Whatsapp or SMS message

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

What is Picky Assist?

Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.

Notifications Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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