Integrate PocketSmith with Dashly
Send information between PocketSmith and Dashly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Dashly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Transaction made
Triggers when a new transaction is made in an account
Account created
Triggers when a new account belonging to the user is created
Event occurred
Triggers when a specific event occurs
Lead created
Triggers when a new lead is created
Active user created
Triggers when a new active user is created
Conversation created
Triggers when a new conversation 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
Send message
Sends a new message
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Dashly?
Dashly is a marketing platform that allows you to capture leads, onboard new users, and launch message chains.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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