Integrate PocketSmith with GetProspect
Send information between PocketSmith and GetProspect automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and GetProspect 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
Email added to lead
Triggers when a valid corporate email is added to a lead. This will not trigger when lead source is set to 'Manual input'.
Imported lead
Triggers when a lead is imported using bulk import. This will not trigger when lead source is set to 'Manual input'.
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 lead
Creates a new lead
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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What is GetProspect?
GetProspect is an email finder. You can find emails and company data, manage prospects, and verify consumer authenticity.
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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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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