Integration
Connect Affinda to PocketSmith
When something happens in Affinda, your agent does the next thing in PocketSmith. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Affinda and PocketSmith to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Affinda and PocketSmith
Triggers and actions 2 triggers ยท 15 actions
Trigger
Document parsed (instant)Fires via a resthook subscription when Affinda finishes parsing a document.
- Add document
Upload a document (resume, invoice, job description, etc.) to Affinda for parsing.
- Delete document
Delete a document from Affinda.
- Find job descriptions by search expression
Search through parsed job descriptions matching given criteria.
- Get document
Retrieve a specific document and its parsed data by identifier.
- List documents
List all documents uploaded to Affinda.
- Search resumes
Search through parsed resumes matching given criteria.
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts. Poll GET /users/{id}/transactions sorted by created/updated date, dedup on transaction id.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.