Integrate PocketSmith with SmartSuite
Send information between PocketSmith and SmartSuite automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and SmartSuite 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
Comment created
Triggers when a new comment is created
Solution created
Triggers when a new solution is created
Record created
Triggers when a new record is created in an application
Record updated
Triggers when the details of an existing record is updated in an application
App created
Triggers when a new app 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 solution
Creates a new solution
Create record
Creates a new record in an app
Create app
Creates a new app
Create comment
Creates a new comment
Update record
Updates the details of an existing record
Fetch App
Fetches the details of an existing app using ID
Fetch comment
Fetches the details of an existing comment using ID
Fetch record
Fetches the details of an existing record using ID
Fetch solution
Fetches the details of an existing solution 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 SmartSuite?
SmartSuite is a collaborative work management platform that helps organizations plan, overlook, manage, and track any workflows.
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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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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