Integrate PocketSmith with 1000+ apps

Create business workflows for PocketSmith without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular PocketSmith workflows

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Create transactions in Pocket Smith when a new expense is made in Splitwise

Splitwise + PocketSmith


Keep track of your expenses to manage your finances more efficiently. This flow will create a transaction in PocketSmith when a new expense is made in Splitwise.

How it works
1) A new expense is made in Splitwise.
2) Zoho Flow will create a new transaction in PocketSmith.
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Insert or update a row in Coda when a transaction is made in PocketSmith

PocketSmith + Coda


Stay on top of your finances to manage them more efficiently. This flow will insert or update a row in Coda when a transaction is made in PocketSmith.

How it works
1) A new transaction is made in PocketSmith.
2) Zoho Flow will insert or update a row in Coda.
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Create an entry in Excel when a transaction is made in PocketSmith

PocketSmith + Excel

Keep a record of all your transaction data in one place for easy access and management. This flow will create an Excel record when a transaction is made in PocketSmith.

How it works
1. A new transaction is made in PocketSmith.
2. Zoho Flow will create a record in Excel.

Build your own PocketSmith integrations

Connect PocketSmith with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your PocketSmith workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Account created

Triggers when a new account belonging to the user is created

Transaction made

Triggers when a new transaction is made in an account

All Actions - Actions are the automated tasks

Create transaction

Creates a transaction in a transaction account

Create account

Creates an account belonging to the user by their ID

What is PocketSmith?

PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.

Accounting

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.

Learn more >

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 >

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Louis Castellano

CEO, Lakeside CNC Group

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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