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Integrate PocketSmith with Ziflow
Send information between PocketSmith and Ziflow automatically, without writing any code, using Zoho Flow.
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Build your own integrations between PocketSmith and Ziflow
Connect PocketSmith and Ziflow 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 Ziflow 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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Proof updated
Triggers when the details of an existing proof are updated
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Review completed
Triggers when a proof review is completed
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Proof created
Triggers when a new proof is created
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Comment added or updated
Triggers when a new comment is added or when an existing comment is updated
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 proof
Creates a new proof
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Create guest
Creates a new guest
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Add reviewer
Adds a reviewer to the specified stage on the proof
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Complete review or make decision
Makes a decision or marks the specified review as complete based on the reviewer's proof role
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Create comment
Creates a new comment in the specified proof
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Like comment
Likes a comment in the specified proof
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Update proof
Updates the details of an existing proof
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Update guest
Updates the details of an existing guest
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Update user
Updates the details of an existing user
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Update reviewer
Updates the details of an existing reviewer
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Fetch reviewer
Fetches the details of an existing reviewer using ID or email address
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Fetch user
Fetches the details of an existing user using their email address or ID
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Fetch guest or user
Fetches the details of an existing contact (guest or user) using their email address or ID
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Fetch proof
Fetches the details of an existing proof using its ID
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Fetch comment
Fetches a comment in an existing proof using its ID
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 Ziflow?
Ziflow is a creative collaboration and online proofing solution that lets you create approval workflows and review all your creative content from a single platform.
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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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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