Integration

Connect NetLicensing to PocketSmith

When something happens in NetLicensing, 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.

NetLicensing2 triggersNetLicensing12 actionsPocketSmith1 triggerPocketSmith9 actions

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What do you want NetLicensing 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 NetLicensing and PocketSmith

Triggers and actions 3 triggers · 21 actions

Trigger
New Licensee
Triggers when a new licensee is created
Trigger
New Product
Triggers when a new product is created
Action
Create License
Issue a new license for a licensee. POST /core/v2/rest/license (licenseeNumber, licenseTemplateNumber, plus template-dependent params).
Action
Create Licensee
Create a new Licensee
Action
Delete License
Delete a license by licenseNumber. DELETE /core/v2/rest/license/{licenseNumber}.
Action
Delete Licensee
Delete a licensee by licenseeNumber. DELETE /core/v2/rest/licensee/{licenseeNumber}.
Action
Delete Product
Delete a product by productNumber. DELETE /core/v2/rest/product/{productNumber}.
Action
Find a License
Get a license by licenseNumber, or list all licenses. GET /core/v2/rest/license/{licenseNumber} or GET /core/v2/rest/license.
Action
Find a Licensee
Search a Licensee by its number
Action
Find a License Template
Get a license template by licenseTemplateNumber, or list all license templates. GET /core/v2/rest/licensetemplate/{licenseTemplateNumber} or GET /core/v2/rest/licensetemplate.
Action
Find a Product
Search a Product by its number
Action
Update License
Update an existing license by licenseNumber. POST /core/v2/rest/license/{licenseNumber}.
Action
Update Licensee
Update an existing licensee by licenseeNumber. POST /core/v2/rest/licensee/{licenseeNumber}.
Action
Update Product
Update an existing product by productNumber. POST /core/v2/rest/product/{productNumber}.
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}.

Each app on its own

The other way round: PocketSmith to NetLicensing