Use Zoho Flow to integrate PocketSmith with 550+ apps without writing code. Automate any tasks that keep you away from what you do best.
Connect PocketSmith with your apps and move data seamlessly
Automate redundant manual tasks and save your precious time and effort
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt PocketSmith integration flows to get started
PocketSmith supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new account belonging to the user is created
Triggers when a new transaction is made in an account
All Actions - Action are the automated tasks
Creates an account belonging to the user by their ID
Creates a transaction in a transaction account
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What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Categories : Accounting
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“We started using both from the beginning, but since swapping [to Zoho], 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” Know more