

Integrate PocketSmith with snapADDY
Send information between PocketSmith and snapADDY automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate PocketSmith and snapADDY 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 to list
Triggers when a new contact is added to a list
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
Creates a new contact
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 snapADDY?
snapADDY is a sales support application that automatically fills your sales pipeline with targeted contacts from various data sources and simultaneously keeps the data in your CRM systems.
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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.
Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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