Salesforce integration with Picky Assist
How to Send WhatsApp messages via Picky Assist for new Salesforce leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send WhatsApp messages via Picky Assist for new Salesforce leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Picky Assist integrations
Picky Assist actions
Nekton can use any feature that is available in Picky Assist API.
Using our advanced AI, you can easily create custom automations for Picky Assist.
Here are some typical actions you can do in your automated workflows.
Send Message
Send A New WhatsApp / SMS.
New Message
Triggers when there's a new WhatsApp/ SMS.
About Picky Assist
Picky Assist helps to connect your existing android mobile phone as a gateway to automate SMS & WhatsApp or Business can connect Official WhatsApp Business Account to interconnect with other apps