Integrate Myphoner with PocketSmith
Send information between Myphoner and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between Myphoner and PocketSmith
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Supported triggers and actions
Integrate Myphoner and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead lost
Triggers when a lead is marked as loser
New call back
Triggers when a lead is marked for call back
Lead won
Triggers when a lead is marked as winner
Archived lead
Triggers when a lead is archived
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 lead
Creates a new lead
Mark lead as winner
Marks the specified lead as winner
Mark lead as loser
Marks the specified lead as loser
Update lead
Updates the details of an existing lead
Mark lead for call back
Marks the specified lead for a call back
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.
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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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