Integrate Reply with PocketSmith
Send information between Reply and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between Reply and PocketSmith
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Supported triggers and actions
Integrate Reply and PocketSmith 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
All Actions - Actions are the automated tasks
Create or update person
Creates or updates the details of a person
Create or update person and push to campaign
Creates or updates the details of a person and push it to campaign
Blacklist domain
Adds the specified domain to blacklist
Remove domain from blackList
Removes the specified domain from blacklist
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
What is Reply?
Reply is a multichannel sales engagement platform which automates personal email outreach, calls, tasks, email follow-ups and more.
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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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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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