Integrate PocketSmith with QuickTapSurvey
Send information between PocketSmith and QuickTapSurvey automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and QuickTapSurvey 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
Response received
Triggers when a new response is received for the selected survey
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
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 QuickTapSurvey?
QuickTapSurvey is a cloud based survey tool that helps you collect data in person using tablets and phones without an internet connection. You can create customized surveys to capture leads, and collect feedback for research, audits 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
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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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