How to connect Picky Assist + Workiz
Zapier lets you send info between Picky Assist and Workiz automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- New MessageTriggers when there's a new WhatsApp/ SMS.Trigger
- Send MessageSend A New WhatsApp / SMS.Action
- Job Is DoneTriggers when a job is completed and status has changed to DoneTrigger
- Job Status ChangeTriggers when a job status is changedTrigger
- Lead Status ChangeTriggers when a lead status is changedTrigger
- New JobTriggers when a new job is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Create JobSchedules a new job in your Workiz account.Action
Schedules a new lead in your Workiz account.
- Step 1: Authenticate Picky Assist and Workiz.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.