Integrate PocketSmith with SmartSuite
Send information between PocketSmith and SmartSuite automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and SmartSuite 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
Record created
Triggers when a new record is created in an application
Solution created
Triggers when a new solution is created
Comment created
Triggers when a new comment is created
App created
Triggers when a new app is created
Record updated
Triggers when the details of an existing record is updated in an application
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 solution
Creates a new solution
Create comment
Creates a new comment
Create app
Creates a new app
Create record
Creates a new record in an app
Update record
Updates the details of an existing record
Fetch record
Fetches the details of an existing record using ID
Fetch comment
Fetches the details of an existing comment using ID
Fetch App
Fetches the details of an existing app using ID
Fetch solution
Fetches the details of an existing solution using ID
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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What is SmartSuite?
SmartSuite is a collaborative work management platform that helps organizations plan, overlook, manage, and track any workflows.
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
