Integrate PocketSmith with Slack
Send information between PocketSmith and Slack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a message to the selected public channel in Slack when a new account belonging to the user is created in PocketSmith
Integrate PocketSmith with Slack using Zoho Flow. Whenever a new account belonging to the user is created in PocketSmith, Zoho Flow automatically sends a message to the selected public channel in Slack. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new account belonging to the user is created in PocketSmith.
- Zoho Flow sends a message to the selected public channel in Slack.
Send a message to the selected public channel in Slack when a new account belonging to the user is created in PocketSmith
PocketSmith + Slack
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Supported triggers and actions
Integrate PocketSmith and Slack 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
Message starred
Triggers when a message is starred
Message posted to private channel
Triggers when a new message is posted to the selected private channel
User added
Triggers when a new user is added
Channel created
Triggers when a new channel is created
Message posted to public channel
Triggers when a new message is posted to the selected public channel
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
Send private channel message
Sends a message to the selected private channel
Update profile
Updates the profile information for the selected user
Set channel topic
Sets the topic for the selected channel
Send public channel message
Sends a message to the selected public channel
Fetch user - By username
Fetches the details of an existing user by username
Create reminder
Creates a new reminder
Create channel
Creates a new public channel
Fetch user - By name
Fetches the details of an existing user by name
Send direct message
Sends a direct message to the selected user
Fetch user - By ID
Fetches the details of an existing user by ID
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
