Integrate PocketSmith with Omnisend

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

Build your own integrations between PocketSmith and Omnisend

Connect PocketSmith and Omnisend 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 PocketSmith and Omnisend 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

Campaign created

Triggers when a new campaign is created

Product added

Triggers when a new product is added

Order created

Triggers when a new order 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

Create order

Creates a new order

Create or update contact

Creates a new contact or updates an existing contact. This action creates or updates based on email.

Add product

Adds a new product

Update order

Updates the details of an existing order

Update product

Updates the details of an existing product

Fetch contact

Fetches the details of an existing contact

What is PocketSmith?

PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.

Accounting

What is Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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