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Create business workflows for PocketSmith without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular PocketSmith workflows

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Insert or update a row in Coda when a transaction is made in PocketSmith


Stay on top of your finances to manage them more efficiently. This flow will insert or update a row in Coda when a transaction is made in PocketSmith.

How it works
1) A new transaction is made in PocketSmith.
2) Zoho Flow will insert or update a row in Coda.
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Insert or update a row in Coda when a transaction is made in PocketSmith

PocketSmith + Coda

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Create transactions in Pocket Smith when a new expense is made in Splitwise


Keep track of your expenses to manage your finances more efficiently. This flow will create a transaction in PocketSmith when a new expense is made in Splitwise.

How it works
1) A new expense is made in Splitwise.
2) Zoho Flow will create a new transaction in PocketSmith.
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Create transactions in Pocket Smith when a new expense is made in Splitwise

Splitwise + PocketSmith

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Build your own PocketSmith integrations

Connect PocketSmith with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your PocketSmith workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Account created

Triggers when a new account belonging to the user is created

Transaction made

Triggers when a new transaction is made in an account

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

What is PocketSmith?

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

Accounting

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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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Network with us  

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 Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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