Integrate Moskit with PocketSmith
Send information between Moskit and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between Moskit and PocketSmith
Connect Moskit 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 Moskit and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Activity
Triggers when a new activity is created
New Company
Triggers when a new company is created
New Contact
Triggers when a new contact is created
New Deal
Triggers when a new deal is created
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 Contact
Creates a new contact
Create Company
Creates a new company
Create Deal
Creates a new deal
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
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.
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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
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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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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