Integrate PocketSmith with Microsoft Teams
Send information between PocketSmith and Microsoft Teams automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and Microsoft Teams
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Supported triggers and actions
Integrate PocketSmith and Microsoft Teams 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
Channel created
Triggers when a new channel is created in the selected team
Event created
Triggers when a new event 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
Post message to chat
Posts a message to the specified chat
Create channel
Creates a new channel in the selected team
Post message to channel
Posts a message in the selected channel
Create event
Creates a new event
Update event
Updates the details of an existing event
Fetch chat by display name or email
Fetches a one-on-one chat by display name or email address
Fetch event
Fetches the details of an existing event by title or ID
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Microsoft Teams?
Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat.
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Webhook triggers
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
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.
Julien Granjean
CEO, iDAYit
