Integrate PocketSmith with Zoho TeamInbox
Send information between PocketSmith and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Zoho TeamInbox 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
New comment
Triggers when a new comment is recieved
Outbound reply
Triggers when a new outbound reply message is sent
Inbound reply received
Triggers when a new inbound reply message is received
New inbound message
Triggers when a new inbound message is recieved
New outbound message
Triggers when a new outbound message is sent
All Actions - Actions are the automated tasks
Create account
Creates an account belonging to the user by their ID
Create transaction
Creates a transaction in a transaction account
Send email
Sends a new email
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact using 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 Zoho TeamInbox?
Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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