Integrate PocketSmith with 550+ apps

Create business workflows for PocketSmith without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Build your own PocketSmith integrations

Connect PocketSmith with over 550+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your PocketSmith workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Transaction made

Triggers when a new transaction is made in an account

Account created

Triggers when a new account belonging to the user is created

All Actions - Actions are the automated tasks

Create account

Creates an account belonging to the user by their ID

Create transaction

Creates a transaction in a transaction account

What is PocketSmith?

PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.

Accounting

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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