

Integrate PocketSmith with Yanado
Send information between PocketSmith and Yanado automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate PocketSmith and Yanado 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

Task created
Triggers when a new task is created

Email task created
Triggers when a new email task is created

Comment created
Triggers when a new comment 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 task from email
Creates a new task from the specified email

Create task
Creates a new task

Update task
Updates the details of an existing task

Fetch task
Fetches the details of an existing task using task ID
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 Yanado?
Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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