Integrate PocketSmith with Teamwork Projects
Send information between PocketSmith and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Teamwork Projects 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 company
Triggers when a new company is created
New person
Triggers when a new person is added
New person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
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
Add person
Adds a new person
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create time entry
Creates a new time entry in the selected project
Create message
Creates a new message in the selected project
Fetch project
Fetches the details of an existing project
Fetch task
Fetches the details of an existing task
Fetch task list
Fetch the details of an existing task list
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch tag
Fetches the details of a tag by ID or name
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 Teamwork Projects?
Teamwork Projects is a project management software that helps collaborative teams manage projects by categorizing them, adding tags, and creating task list templates to plan efficiently.
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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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