Integrate PocketSmith with RocketReach
Send information between PocketSmith and RocketReach automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and RocketReach
Connect PocketSmith and RocketReach 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 RocketReach 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
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
Fetch company
Fetches the details of an existing company by company name, domain, or industry
Fetch people
Fetches the details of a person using name, title, or company
Check lookup status
Checks the status/progress of a person after they have been looked up
Lookup person
Looks up a prospect profile to retrieve contact information
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 RocketReach?
RocketReach is a contact information platform that helps users gather contact details through emails, phones, and social media.
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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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