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Integrate PocketSmith with SuiteDash
Send information between PocketSmith and SuiteDash automatically, without writing any code, using Zoho Flow.
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Build your own integrations between PocketSmith and SuiteDash
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Supported triggers and actions
Integrate PocketSmith and SuiteDash using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Account created
Triggers when a new account belonging to the user is created
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Transaction made
Triggers when a new transaction is made in an account
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create transaction
Creates a transaction in a transaction account
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Create account
Creates an account belonging to the user by their ID
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Create contact
Creates a new contact
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Create company
Creates a new company
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Update contact
Updates the details of an existing contact
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Update company
Updates the details of an existing company
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Fetch company
Fetches the details of an existing company by name or UID
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Fetch contact
Fetches the details of an existing contact by email or UID
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is SuiteDash?
SuiteDash is an all-in-one business management software that enables businesses to manage client portals, CRM, onboarding, digital marketing, billing, payments, and more.
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