Integration
Connect Basin to PocketSmith
When something happens in Basin, 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 Basin 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.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with Basin and PocketSmith
Triggers and actions 2 triggers ยท 20 actions
Trigger
New SubmissionTriggers when your form receives a submission.
- Add form
Create a new form under a project. POST /api/v1/forms.
- Add project
Create a new project (form-organizing container). POST /api/v1/projects.
- Delete form
Destroy a form. DELETE /api/v1/forms/:id.
- Delete submission
Destroy a submission. DELETE /api/v1/submissions/:id.
- Get form
Retrieve a single form by id. GET /api/v1/forms/:id.
- Get submission
Retrieve a single submission by id. GET /api/v1/submissions/:id.
- List forms
List all forms accessible to the account. GET /api/v1/forms.
- List projects
List all projects accessible to the account. GET /api/v1/projects.
- List submissions
List submissions for a form. GET /api/v1/submissions.
- Update form
Update a form's configuration (notifications, spam protection, branding, etc). PATCH/PUT /api/v1/forms/:id.
- Update submission
Update a submission's state fields (spam, read, trash). PATCH/PUT /api/v1/submissions/:id.
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.