Integrate PocketSmith with Kantree
Send information between PocketSmith and Kantree automatically, without writing any code, using Zoho Flow.
Build your own integrations between PocketSmith and Kantree
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Supported triggers and actions
Integrate PocketSmith and Kantree 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
Group created
Triggers when a new group is created
Card archived
Triggers when an existing card is archived
Workspace created
Triggers when a new workspace is created
Comment pinned
Triggers when an existing comment is pinned
Recurring card created
Triggers when a new recurring card is created
Card updated
Triggers when the details of an existing card are updated
Comment updated
Triggers when an existing comment is updated
Group updated
Triggers when an existing group is updated
Comment created
Triggers when a new comment is created
Workspace updated
Triggers when the details of an existing workspace are updated
Card created
Triggers when a new card is created
Card relocated
Triggers when an existing card is relocated
Organization created
Triggers when a new organization is created
New organization member added
Triggers when a new member is added to an existing organization
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 comment
Creates a new comment
Create role
Creates a new role
Create team
Creates a new team
Invite organization member
Invites a new member to an existing organization
Create card
Creates a new card
Invite project member
Invites a new member to a existing project
Create group
Creates a new group
Create organization
Creates a new organization
Create workspace
Creates a new workspace
Create recurring card
Creates a new recurring card
Update workspace
Updates the details of an existing workspace
Update group
Updates the details of an existing group
Update organization member permission
Updates the permission details of an existing organization member
Update card
Update the details of an existing card
Update project member
Updates the details of an existing project member
Update comment
Updates the details of an existing comment
Update team
Updates the details of an existing team
Update organization
Updates the details of an existing organization
Update recurring card
Updates the details of an existing recurring card
Update role
Updates the details of an existing role
Fetch team
Fetches the details of an existing team using ID
Fetch role
Fetches the details of an existing role using ID
Fetch group
Fetches the details of an existing group using ID
Fetch comment
Fetches the details of an existing comment using ID
Fetch organization
Fetches the details of an existing organization using ID
Fetch workspace
Fetches the details of an existing workspace using ID
Fetch card
Fetches the details of an existing card using ID
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
What is Kantree?
Kantree is an all-in-one toolkit to plan, organize, and manage work across your company. It allows teams to work together in real-time and visually manage any kind of activity.
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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.
Learn more >
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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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.
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CEO, iDAYit
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. Learn more
Toto
Technical Engineer, Master Liveaboards
