Integrate PocketSmith with ZeptoMail

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

Build your own integrations between PocketSmith and ZeptoMail

Connect PocketSmith and ZeptoMail 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 ZeptoMail 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

Email event occurred

Triggers when an email event (bounce, open, or click) occours

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

Send template email

Sends a template email to the selected email addresses

Send email

Sends an email to the selected email addresses

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 ZeptoMail?

ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.

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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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.

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Technical Engineer, Master Liveaboards

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