Integrate PocketSmith with Robly
Send information between PocketSmith and Robly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Robly 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
Contact added
Triggers when a new contact is added
Contact unsubscribed
Triggers when a contact has unsubscribed
List created
Triggers when a new list 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 contact
Adds a new contact
Create list
Creates a new list
Update full contact details
Updates the details of a contact including sub lists.
Add contact to sub list
Adds a new or existing contact to a sub list
Find contact
Searches for a contact by email address
Unsubscribe contact
Unsubscribes a contact
Remove contact from list
Removes a contact from the selected list
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 Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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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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CEO, OpIndia
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