![](https://flow-public.nimbuspop.com/flow-apps/pocketsmith.png)
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Integrate PocketSmith with Excel
Send information between PocketSmith and Excel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/pocketsmith.png)
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Create an entry in Excel when a transaction is made in PocketSmith
How it works
![](https://flow-public.nimbuspop.com/flow-apps/pocketsmith.png)
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Create an entry in Excel when a transaction is made in PocketSmith
PocketSmith + Excel
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PocketSmith and Excel
Connect PocketSmith and Excel 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
Integrate PocketSmith and Excel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/pocketsmith.png)
Account created
Triggers when a new account belonging to the user is created
![](https://flow-public.nimbuspop.com/flow-apps/pocketsmith.png)
Transaction made
Triggers when a new transaction is made in an account
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Row added in site
Triggers when a new row is added to a spreadsheet in site
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Row added in table
Triggers when a new row is added to the bottom of the selected table
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Worksheet added
Triggers when a new worksheet is added to the selected workbook
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Row added
Triggers when a new row is added to the bottom of the selected worksheet
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/pocketsmith.png)
Create transaction
Creates a transaction in a transaction account
![](https://flow-public.nimbuspop.com/flow-apps/pocketsmith.png)
Create account
Creates an account belonging to the user by their ID
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Add row to table
Adds a new row to the bottom of the selected table
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Update row in site
Updates the details of an existing row in an excel sheet from your site
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Add row
Adds a new row to the bottom of the selected worksheet
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Add row in site
Adds a new row to the selected spreadsheet in your site
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Update row
Updates the details of an existing row
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Find row
Finds a row based on column value
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
![](https://flow-public.nimbuspop.com/flow-apps/excel.png)
Find row in site
Finds a row from a spreadsheet in your site
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 Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
Similar apps
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