Integrate PocketSmith with Mixmax
Send information between PocketSmith and Mixmax automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and Mixmax
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Supported triggers and actions
Integrate PocketSmith and Mixmax 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
New contact
Triggers when a new contact is created
New live feed message
Triggers when there is a new message in the live feed
Note added to contact
Triggers when a new note is added to the selected contact
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
Add contact to group
Adds a contact to the selected contact group
Create or update contact
Creates or updates a contact in the selected contact group
Add note to contact
Adds a note to the selected contact
Remove contact from group
Removes an existing contact from the selected contact group
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Mixmax?
Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.
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.
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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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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
