Integrate Vision6 with PocketSmith

Send information between Vision6 and PocketSmith automatically, without writing any code, using Zoho Flow.

Build your own integrations between Vision6 and PocketSmith

Connect Vision6 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 Vision6 and PocketSmith using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when an existing contact is updated in a specified list

Contact added

Triggers when a new contact is added to a specified list

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 contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact by contact details

Fetches the details of an existing contact using contact details

Fetch list by name

Fetches the details of an existing list using name

Fetch contact by ID

Fetches the details of an existing contact using ID

Create transaction

Creates a transaction in a transaction account

Create account

Creates an account belonging to the user by their ID

What is Vision6?

Vision6 is a SMS and email marketing platform that helps businesses contact leads or customers, develop a subscriber base, and more.

Email Marketing Phone/SMS

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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Using Zoho Flow, 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

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Harnoor Abroll

Technical and Operations Head, TruAct

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