Integrate Mattermark with PocketSmith
Send information between Mattermark and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new transaction is made in an account
Triggers when a new account belonging to the user is created
All Actions - Actions are the automated tasks
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Fetches the details of an existing company using ID, name, or domain
Fetches the list of portfolio companies for the specified investor
Fetch investor using filters
Fetches the details of an existing investor using filters
Creates an account belonging to the user by their ID
Creates a transaction in a transaction account
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.Learn more >
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.Learn more >
Write simple scripting functions to format data, call web APIs, send emails, and more.Learn more >
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more