Integrate PocketSmith with Grist
Send information between PocketSmith and Grist automatically, without writing any code, using Zoho Flow.
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Connect PocketSmith and Grist 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 Grist 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
Record created
Triggers when a new record is created 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 record
Creates a new record in the selected table
Create document
Creates a new document
Update document
Updates the details of an existing document
Update record
Updates the details of an existing record
Fetch document
Fetches the details of an existing document using ID
Fetch workspace
Fetches the details of an existing workspace using ID
Fetch organization
Fetches the details of an existing organization using ID or domain name
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 Grist?
Grist is a cloud-based spreadsheet and database management application. It offers a simple database builder, granular access controls, dynamic reports, and more.
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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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