Integrate PocketSmith with Stormboard
Send information between PocketSmith and Stormboard automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Stormboard 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
New storm
Triggers when a new storm is created
New idea
Triggers when a new idea is added to a storm
Legend change
Triggers when an idea's legend is changed in a storm
New comment
Triggers when a new comment is added to an idea
Idea moved
Triggers when an idea is moved to a different section of a storm
Updated task
Triggers when an existing task is updated
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 storm
Creates a new storm
Create idea
Creates a new idea in an existing storm
Fetch storm
Fetches an existing storm by title
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Stormboard?
Stormboard is a collaborative project management tool. You can create index cards to organize notes, vote for sticky notes, and add comments to discuss ideas.
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