Integrate PocketSmith with Coda
Send information between PocketSmith and Coda automatically, without writing any code, using Zoho Flow.
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Insert or update a row in Coda when a transaction is made in PocketSmith
How it works
Insert or update a row in Coda when a transaction is made in PocketSmith
PocketSmith + Coda
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Supported triggers and actions
Integrate PocketSmith and Coda 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
Row added
Triggers when a new row is added to the selected table
Row updated
Triggers when a row is updated in the selected table
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
Create blank document
Creates a new blank Coda document
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Create row
Creates a new row in the selected table
Copy document
Copies an existing document in Coda
Share document
Shares the existing Coda document to the specified email address or anyone on the web
Update row
Updates an existing row in the selected table
Update page
Updates an existing page in the specified document
Publish document
Publishes the existing Coda document by document ID
Fetch document
Fetches an existing document by ID
Fetch row
Fetches an existing row by ID
Find row
Searches for a Coda row in the selected table using a column match search
Fetch page
Fetches an existing page in given coda document by page name
Unpublish document
Unpublishes an already published Coda document using document ID
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
What is Coda?
Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.
Similar apps
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.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
