Integrate PocketSmith with TeamGrid
Send information between PocketSmith and TeamGrid automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and TeamGrid
Connect PocketSmith and TeamGrid with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PocketSmith and TeamGrid 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
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task is created
Contact created
Triggers when a new contact 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 project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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