Integrate Mavenlink with PocketSmith
Send information between Mavenlink 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
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 Story
Creates a task, deliverable, or milestone in the selected project
Create Post
Creates a new post in the selected project
Create Project
Creates a new 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.
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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.
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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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