Integrate PocketSmith with SmartRoutes
Send information between PocketSmith and SmartRoutes automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and SmartRoutes 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
Order created
Triggers when a new order is created
Plan created
Triggers when a new plan is created
Plan dispatched
Triggers when an existing plan is dispatched
Customer created
Triggers when a new customer is created
Order status updated
Triggers when the status of an existing order is updated
Routes updated
Triggers when the details of an existing route are updated
Vehicle created
Triggers when a new vehicle 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 vehicle
Creates a new vehicle
Create order
Creates a new order
Fetch plan by ID
Fetches the details of an existing plan using ID
Fetch vehicle by ID
Fetches the details of an existing vehicle using ID
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch order by ID
Fetches the details of an existing order using ID
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 SmartRoutes?
SmartRoutes is a logistics planning and management platform that helps users with automated routing, dispatches, capturing PODs 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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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