Integrate PocketSmith with Drift
Send information between PocketSmith and Drift automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and Drift
Connect PocketSmith and Drift with over 950+ 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 Drift 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
Conversation closed
Triggers when a conversation is closed
New conversation
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
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact - By ID
Fetches the details of an existing contact by ID
Fetch conversation
Fetches the details of a conversation by its ID
Fetch contact - By email
Fetches the details of an existing contact by email
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Drift?
Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site.
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.
Learn more >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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Technical Engineer, Master Liveaboards
