Integrate PocketSmith with Float
Send information between PocketSmith and Float automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and Float
Connect PocketSmith and Float 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 Float 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
Time off created
Triggers when a new time off is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Client created
Triggers when a new client is created
Person created
Triggers when a new person is added
Department created
Triggers when a new department is created
Milestone created
Triggers when a new milestone is created
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 milestone
Creates a new milestone
Create project
Creates a new project
Create task
Creates a new task
Create time off
Creates a new time off
Create department
Creates a new department
Add person
Adds a new person
Create client
Creates a new client
Fetch client
Fetches the details of an existing client by name
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Float?
Float is resource scheduling software for teams. You can view updates in real time, create recurring schedules, and find data with custom search.
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.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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