Integrate TeamWave with PocketSmith
Send information between TeamWave and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between TeamWave and PocketSmith
Connect TeamWave and PocketSmith with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate TeamWave and PocketSmith 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 event
Creates a new event
Create person
Creates a new person
Create task
Creates a new task
Create organization
Creates a new organization
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create project
Creates a new project
Create deal
Creates a new deal
Create activity
Creates a new activity
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
Update person
Updates the details of an existing person
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
