Integrate Mavenlink with PocketSmith

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

Build your own integrations between Mavenlink and PocketSmith

Connect Mavenlink and PocketSmith with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Mavenlink and PocketSmith using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Post created

Triggers when a new post is created

Story created

Triggers when a new story - task, deliverable or milestone is created

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 Project

Creates a new project

Create Story

Creates a task, deliverable, or milestone in the selected project

Create Post

Creates a new post in the selected project

Create transaction

Creates a transaction in a transaction account

Create account

Creates an account belonging to the user by their ID

What is Mavenlink?

Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.

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.

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