Integration
Connect Demio to PocketSmith
When something happens in Demio, 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.
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What do you want Demio 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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Triggers and actions 4 triggers ยท 13 actions
Trigger
Does Not Attend WebinarTriggers when a webinar ends and we detect a registrant did not attended.
- New Webinar Registration
Triggers when there is a new registration for a webinar.
- Webinar Update
Triggers after a webinar has ended. If using a series webinar, we provide the date of the next schedule series.
- Get event
Returns information about a specific Event, including a full list of its Event Sessions ordered by scheduled date/time. GET /events/{event_id}
- Get event session
Returns information about a specific Event Session. GET /events/{event_id}/sessions/{date_id}
- List event participants
Returns the Event Date participants list, optionally filtered by status query param (attended, did not attend, completed, left early, banned). GET /report/{event_id}/{date_id}/participants
- List events
Returns active (not canceled) Events grouped by Event ID, ordered by next upcoming session date/time. Supports type=upcoming query param to filter to upcoming events only. GET /events
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.