Integrate Trengo with PocketSmith
Send information between Trengo and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Trengo and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket assigned
Triggers when an existing ticket is assigned to an agent
Ticket label added
Triggers when a new label is added to an existing ticket
Outbound message sent
Triggers when a new outbound message is sent
Inbound message received
Triggers when a new inbound message is received
Ticket reopened
Triggers when an existing ticket is reopened
Note created
Triggers when a new internal message is created
Ticket closed
Triggers when an existing ticket is closed
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
All Actions - Actions are the automated tasks
Send ticket message
Sends a ticket message
Send email
Sends an email to the specified email address
Create contact
Creates a new contact
Assign label for ticket
Assigns the specified label for an existing ticket
Create ticket
Creates a new ticket
Create profile
Creates a new profile
Update profile
Updates the details of an existing profile by ID
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID, name, phone number, or email address.
Fetch ticket
Fetches the details of an existing ticket by ID
Update ticket custom field
Updates the details of an existing ticket custom field
Fetch contact by ID
Fetches the details of an existing contact using contact ID
Update contact custom field
Updates the details of an existing contact custom field
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
What is Trengo?
Trengo is an integrated inbox application that integrates all your communication channels into a single inbox. It helps you collaborate with your team, automate conversations and deliver amazing customer experiences.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
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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Toto
Technical Engineer, Master Liveaboards
