Integrate PocketSmith with Biztera
Send information between PocketSmith and Biztera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Biztera 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
Request approved
Triggers when a request is approved
Request denied
Triggers when a request is denied
Request created
Triggers when an approval request is created
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
Create request
Creates an approval request
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Biztera?
Biztera is approval workflow and tracking software. It lets you track approval requests, create multi-step approvals, and add comments and links for social decision-making.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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