Integrate PocketSmith with vPlan
Send information between PocketSmith and vPlan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and vPlan 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
Detached resource on card
Triggers when a resource is detached from a card
Card updated
Triggers when the details of an existing card is updated
Collection created
Triggers when a new collection is created
Time tracking created
Triggers when new time tracking is created
Attached resource on card
Triggers when a resource is attached to a card
Collection updated
Triggers when the details of an existing collection is updated
Comment updated
Triggers when the details of an existing comment is updated
Detached label on card
Triggers when a label is detached from card
Comment added
Triggers when a new comment is added
Attached label on card
Triggers when a label is attached to a card
Card created
Triggers when a new card 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 time tracking
Creates new time tracking
Create card on board
Creates a new card on board
Add comment
Adds a comment to the specified collection
Create resource
Creates a new resource
Create activity
Creates a new activity
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 vPlan?
vPlan is a planning software that allows you to create a visual overview of data in different formats, helping you organize, manage, and communicate your plans 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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