Integrate PocketSmith with SendX
Send information between PocketSmith and SendX automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and SendX
Connect PocketSmith and SendX 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 SendX 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
Tag removed from contact
Triggers when a tag is removed from an existing contact
Contact removed from list
Triggers when an existing contact is removed from a list
Tag added to contact
Triggers when a tag is added to an existing contact
Contact added to list
Triggers when an existing contact is added to a list
Contact created
Triggers when a new contact is created
Contact unsubscribed
Triggers when an existing contact has unsubscribed
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 or update contact
Creates a new contact or updates the details of an existing contact
Add tag
Adds a tag to the specified contact
Remove tag
Removes the tag from the specified contact
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 SendX?
SendX is an email marketing application that helps you with email campaigns, drip marketing, list growth, landing pages, web forms and more.
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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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