Integrate Sellf with PocketSmith
Send information between Sellf and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between Sellf and PocketSmith
Connect Sellf and PocketSmith with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Sellf and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
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
Fetch Person
Fetches an existing person
Create Deal
Creates a new deal
Create Person
Creates a new person
Create Company
Creates a new company
Fetch Company
Fetches an existing company
Create account
Creates an account belonging to the user by their ID
Create transaction
Creates a transaction in a transaction account
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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