Connect retainr and Picky Assist to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for retainr
Choose an Action
Automatically do this!
- Request a new Action for Picky Assist
Integrate retainr with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
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Frequently Asked Questions
To start, connect both your retainr and Picky Assist accounts to viaSocket. Once connected, you can set up a workflow where an event in retainr triggers actions in Picky Assist (or vice versa).
Absolutely. You can customize how retainr data is recorded in Picky Assist. This includes choosing which data fields go into which fields of Picky Assist, setting up custom formats, and filtering out unwanted information.
The data sync between retainr and Picky Assist typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between retainr and Picky Assist. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About retainr
Retainr is an Agencies platform that manage all orders and supports requests.
Learn MoreAbout 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
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