Integrate PocketSmith with ChargeOver
Send information between PocketSmith and ChargeOver automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and ChargeOver 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
Customer created
Triggers when a new customer is created
Subscription canceled
Triggers when a subscription is canceled
Contact added
Triggers when a new contact for a customer is added
Invoice created
Triggers when an invoice is created
Subscription created
Triggers when a new subscription is created
Transaction made
Triggers when there is a new transaction
Customer updated
Triggers when the details of an existing customer are updated
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 customer
Creates a new customer
Fetch customer
Fetches the details of an existing customer by email address
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is ChargeOver?
ChargeOver is an online application for recurring billing and subscription management. It lets you offer flexible billing, organize customer data, and analyze business metrics with reports.
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