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.
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.
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