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

Popular PocketSmith workflows

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Insert or update a row in Coda when a transaction is made in PocketSmith


Stay on top of your finances to manage them more efficiently. This flow will insert or update a row in Coda when a transaction is made in PocketSmith.

How it works
1) A new transaction is made in PocketSmith.
2) Zoho Flow will insert or update a row in Coda.
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Insert or update a row in Coda when a transaction is made in PocketSmith

PocketSmith + Coda

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Create an entry in Excel when a transaction is made in PocketSmith

Keep a record of all your transaction data in one place for easy access and management. This flow will create an Excel record when a transaction is made in PocketSmith.

How it works
1. A new transaction is made in PocketSmith.
2. Zoho Flow will create a record in Excel.
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Create an entry in Excel when a transaction is made in PocketSmith

PocketSmith + Excel

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Create transactions in Pocket Smith when a new expense is made in Splitwise


Keep track of your expenses to manage your finances more efficiently. This flow will create a transaction in PocketSmith when a new expense is made in Splitwise.

How it works
1) A new expense is made in Splitwise.
2) Zoho Flow will create a new transaction in PocketSmith.
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Create transactions in Pocket Smith when a new expense is made in Splitwise

Splitwise + PocketSmith

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Build your own PocketSmith integrations

Connect PocketSmith with over 900+ 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

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

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

What is PocketSmith?

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

Accounting

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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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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

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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