Integrate FluentCRM with PocketSmith

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

Build your own integrations between FluentCRM and PocketSmith

Connect FluentCRM 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 FluentCRM and PocketSmith using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact removed from tags

Triggers when a contact removed from tags

Contact added to tags

Triggers when a contact added to tags

Contact created

Triggers when a new contact is created

Contact remove from lists

Triggers when a contact is removed from lists

Contact updated

Triggers when an existing contact is updated

Contact added to Lists

Triggers when a contact is added to lists

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 list

Creates a new list

Create contact

Creates a new contact

Create tag

Creates a new tag

Update contact

Updates the details of the specified contact

Fetch contact

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 FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

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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CEO, Lakeside CNC Group

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Technical and Operations Head, TruAct

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