Workiz Picky Assist 3.0

Send text confirmation for new client appointments

When a customer makes a new booking in Workiz, automatically send a personalized SMS confirmation from Picky Assist 3.0 to reduce no-shows.

Try:

See all Workiz + Picky Assist 3.0 integrations or talk to a human

Trusted by teams already building on Knit·4.9 out of 5 stars4.9/5 on G2·GoogleGoogle for Startups Accelerator
prismforceHackerearthIsotopes AIInfojobsPayoneerOutsolveSkuadPayworksItiliteOnsurityRazorpayXMultiplierPeoplestrongScrutCeipal

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Workiz Explore Workiz →

Triggers
New booking made

Fires when a new booking or appointment is made in Workiz.

Booking rescheduled or canceled

Fires when a booking in Workiz is changed or canceled.

New customer

Fires when a new customer books for the first time in Workiz.

Actions
Create a booking

Creates a new booking or appointment in Workiz.

Cancel or reschedule a booking

Cancels or moves a booking in Workiz.

Create or update a customer

Creates or updates a customer record in Workiz.

Add the booking to a calendar

Adds a booking from Workiz to a connected calendar.

Picky Assist 3.0 Explore Picky Assist 3.0 →

Triggers
New inbound SMS

Fires when a new text message is received in Picky Assist 3.0.

New call

Fires when a new call comes in or out through Picky Assist 3.0.

Missed call

Fires when a call is missed in Picky Assist 3.0.

Call recording ready

Fires when a call recording finishes processing in Picky Assist 3.0.

Actions
Send an SMS or MMS

Sends a text message through Picky Assist 3.0.

Place an outbound call

Starts an outbound call via Picky Assist 3.0.

Create or update a contact

Creates or updates a contact in Picky Assist 3.0.

Send a voice message

Sends a recorded voice message via Picky Assist 3.0.

Create customer profiles from incoming phone calls When a new call or text arrives in Picky Assist 3.0, automatically create or update a customer record in Workiz so scheduling details are ready to go. See details
Notify clients by SMS when appointments are rescheduled or canceled When an appointment status changes in Workiz, send an automated text message from Picky Assist 3.0 so the client is immediately updated. See details

See all Workiz + Picky Assist 3.0 integrations →  ·  Browse the full workflow library →

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
Visit our Security Center Review the DPA
FAQ

Common questions

Can Knit build “Send text confirmation for new client appointments” between Workiz and Picky Assist 3.0?

Yes — describe it in the box above and Knit's Integrations Agent researches Workiz and Picky Assist 3.0's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can I send text message confirmations when an appointment is booked?

Yes, whenever a client completes a booking in Workiz, an automated SMS notification can be sent via Picky Assist 3.0 instantly.

What happens if a call is missed while managing client schedules?

You can set up a workflow where a missed call in Picky Assist 3.0 creates or updates a customer record in Workiz to follow up and schedule a call back.

Put Integrations on Autopilot. Talk to Experts.

Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too!

Talk to a Human