Integration

Connect Benetics to PocketSmith

When something happens in Benetics, 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.

Benetics4 triggersBenetics25 actionsPocketSmith1 triggerPocketSmith9 actions

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What do you want Benetics 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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Everything your agent can do with Benetics and PocketSmith

Triggers and actions 5 triggers · 34 actions

Trigger
New Project
Triggers when a new project is created.
Trigger
New Task
Triggers when a new task is created.
Trigger
Updated Project
Triggers when a project is updated.
Trigger
Updated Task
Triggers when a task is updated.
Action
Add Plan Version
Upload a new version of a plan. POST /plans/{plan_id}/versions.
Action
Add Project Member
Add a member to a project. POST /projects/{project_id}/members.
Action
Add Task
Create a new task on a project. POST /projects/{project_id}/tasks.
Action
Create Project
Creates a new project.
Action
Delete Document
Delete a document. DELETE /projects/{project_id}/documents/{document_id}.
Action
Delete Plan
Delete a plan. DELETE /plans/{plan_id}.
Action
Delete Plan Version
Remove one version of a plan from a project.
Action
Delete Project
Delete a project. DELETE /projects/{project_id}.
Action
Delete Project Member
Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
Action
Delete Task
Delete a task. DELETE /tasks/{task_id}.
Action
Document Upload
Upload a document
Action
Get Project
Get a single project by id. GET /projects/{project_id}.
Action
Get Report
Get a single report by id. GET /reports/{report_id}.
Action
Get Task
Get a single task by id. GET /tasks/{task_id}.
Action
List Members
List members of the organization. GET /members.
Action
List Project Members
List members assigned to a project. GET /projects/{project_id}/members.
Action
List Projects
List projects in the organization. GET /projects.
Action
List Reports
List reports for a project. GET /projects/{project_id}/reports.
Action
List Tasks
List tasks for a project. GET /projects/{project_id}/tasks.
Action
Plan Upload
Upload a plan
Action
Update Document
Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
Action
Update Plan
Update a plan's fields. PATCH /plans/{plan_id}.
Action
Update Project
Update a project's fields. PATCH /projects/{project_id}.
Action
Update Task
Update a task's fields. PATCH /tasks/{task_id}.
Action
Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
Trigger
New transaction
Fires 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.
Action
Add category
Create a new category for the authorised user. POST /users/{id}/categories.
Action
Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
Action
Delete category
Delete a category by id. DELETE /categories/{id}.
Action
Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
Action
Get account
Retrieve a single account by id. GET /accounts/{id}.
Action
Get category
Retrieve a single category by id. GET /categories/{id}.
Action
Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
Action
Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
Action
Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.

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The other way round: PocketSmith to Benetics