Integrate PocketSmith with Microsoft Teams
Send information between PocketSmith and Microsoft Teams automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Microsoft Teams 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
Event created
Triggers when a new event is created
Channel created
Triggers when a new channel is created in the selected team
Message created in channel
Triggers when a new message is created in channel
Chat created
Triggers when a new chat is created
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
Post message to channel
Posts a message in the selected channel
Create chat
Creates a new chat (one-on-one or group)
Create event
Creates a new event
Reply to channel message
Creates a reply to a channel message
Create channel
Creates a new channel in the selected team
Post message to chat
Posts a message to the specified chat
Add user to channel
Adds the specified user to a channel
Update profile
Updates the profile details of existing user by ID
Update event
Updates the details of an existing event
Fetch chat by display name or email
Fetches a one-on-one chat by display name or email address
Fetch message in channel
Fetches the details of existing message by ID
Fetch message in chat
Fetches the details of existing chat message by ID
Fetch channel by ID
Fetches the details of existing channel by ID
Fetch user by name or email
Fetches user by name or email
Fetch channel
Fetches a channel by it's name
Fetch chat
Fetchs the details of existing chat by ID
Cancel event
Cancels the specified event
Fetch event
Fetches the details of an existing event by title or ID
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
What is Microsoft Teams?
Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat.
Similar apps
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.
Learn more >
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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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. Learn more
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Technical and Operations Head, TruAct
