Integrate PocketSmith with Excel

Send information between PocketSmith and Excel automatically, without writing any code, using Zoho Flow.

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Create an entry in Excel when a transaction is made in PocketSmith

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.
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Create an entry in Excel when a transaction is made in PocketSmith

PocketSmith + Excel

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

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 in site

Triggers when a new row is added to a spreadsheet in site

Row added in table

Triggers when a new row is added to the bottom of the selected table

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added

Triggers when a new row is added to the bottom of the selected worksheet

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

Add row to table

Adds a new row to the bottom of the selected table

Add row in Team Drive

Adds a new row to the selected spreadsheet in your Team Drive

Update row in TeamDrive

Updates the details of an existing row in an excel sheet from your Team Drive

Update row in site

Updates the details of an existing row in an excel sheet from your site

Add row

Adds a new row to the bottom of the selected worksheet

Add row in site

Adds a new row to the selected spreadsheet in your site

Update row

Updates the details of an existing row

Find row

Finds a row based on column value

Find row in Team Drive

Finds a row from a spreadsheet in your Team Drive

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.

Accounting

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

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.

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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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