Integrate TeamWave with PocketSmith

Send information between TeamWave and PocketSmith automatically, without writing any code, using Zoho Flow.

Build your own integrations between TeamWave and PocketSmith

Connect TeamWave and PocketSmith with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate TeamWave 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 event

Creates a new event

Create person

Creates a new person

Create task

Creates a new task

Create organization

Creates a new organization

Create task list

Creates a new task list

Create milestone

Creates a new milestone

Create project

Creates a new project

Create deal

Creates a new deal

Create activity

Creates a new activity

Update event

Update the details of an existing event

Update organization

Updates the details of an existing organization

Update person

Updates the details of an existing person

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Create transaction

Creates a transaction in a transaction account

Create account

Creates an account belonging to the user by their ID

What is TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

What is PocketSmith?

PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.

Accounting

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.

Learn more >

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Toto

Technical Engineer, Master Liveaboards

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