Integrate FluentCRM with PocketSmith
Send information between FluentCRM and PocketSmith automatically, without writing any code, using Zoho Flow.
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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.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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.
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