Integrate Mattermark with PocketSmith
Send information between Mattermark and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported 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 - Actions are the automated tasks
Fetches the details of an existing company using ID, name, or domain
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetches the list of portfolio companies for the specified investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Creates a transaction in a transaction account
Creates an account belonging to the user by their ID
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.Learn more >
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.Learn more >
Write simple scripting functions to format data, call web APIs, send emails, and more.Learn more >
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. Know more
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more