Integrate Upscope with PocketSmith
Send information between Upscope and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between Upscope and PocketSmith
Connect Upscope 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 Upscope 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
Generate link
Generates a link to start screen sharing with a visitor
Fetch visitor by ID
Fetches the details of a visitor by ID
Fetch visitor by search term
Fetches the details of a visitor based on the search term provided
Create account
Creates an account belonging to the user by their ID
Create transaction
Creates a transaction in a transaction account
What is Upscope?
Upscope is an easy-to-use screen sharing solution for support staff of web products. It allows you to quickly see your users' screens and help them navigate your app.
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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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