Integrate Jetpack CRM with Picky Assist
Send information between Jetpack CRM and Picky Assist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Picky Assist for a newly added contact in Jetpack CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from Picky Assist each time a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
Send a greeting email in Picky Assist for a newly added contact in Jetpack CRM
Jetpack CRM + Picky Assist
Build your own integrations between Jetpack CRM and Picky Assist
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Supported triggers and actions
Integrate Jetpack CRM and Picky Assist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact status updated
Triggers when the status of an existing contact is updated
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Send message
Sends a new Whatsapp or SMS message
What is Picky Assist?
Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.
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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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
