Integrate PocketSmith with Tookan
Send information between PocketSmith and Tookan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Tookan 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
Order created
Triggers when a new order is created
Task updated
Triggers when the details of an existing task 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 pickup task
Creates a new pickup task
Create merchant
Creates a new merchant
Create customer
Creates a new customer
Create agent
Creates a new agent
Create pickup and delivery task
Creates a new pickup and delivery task
Create delivery task
Creates a new delivery task
Create appointment task
Creates a new appointment task
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Tookan?
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