Connect OneDeck and PocketSmith

Both apps 30OneDeck 16PocketSmith 14

• Trigger
  Record Created

  Triggers when a new record is created on the selected OneDeck board.

• Trigger
  Record Updated

  Triggers when a record on the chosen OneDeck board is created or updated.

• Action
  Add attachment

  Uploads a file and attaches it to a record on a OneDeck board.

• Action
  Add board

  Creates a new board in a OneDeck workspace, with a default table view.

• Action
  Add field

  Adds a new field (column) to a OneDeck board. The field is added to every view of the board.

• Action
  Add workspace

  Creates a new workspace in your OneDeck account.

• Action
  Create Record

  Creates a new record on a OneDeck board, with a name and optional field values.

• Action
  Find Record

  Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.

• Action
  Get record

  Returns one record from a board, including its field values, attachments and share link.

• Action
  List fields

  Returns every field defined on a OneDeck board, including its type and option settings.

• Action
  List records

  Returns the records on a OneDeck board, optionally filtered by field values or search text.

• Action
  List users

  Returns every user in the OneDeck account with their name, email, status and role.

• Action
  List workspaces

  Returns every workspace in the OneDeck account, with each workspace's id, name and icon.

• Action
  Update board

  Renames a board, moves it to another workspace, or both.

• Action
  Update Record

  Updates the name and field values of an existing record on a OneDeck board.

• Action
  Update workspace

  Renames a workspace or changes its icon. Only the values you fill in are changed.

• Trigger
  New transaction

  Fires when a new transaction appears in the authorised user's PocketSmith accounts.

• Action
  Add category

  Create a new category for the authorised user.

• Action
  Add transaction

  Create a new transaction in a PocketSmith transaction account.

• Action
  Delete category

  Delete a category by id.

• Action
  Delete transaction

  Delete a transaction by id.

• Action
  Get account

  Retrieve a single account by id.

• Action
  Get category

  Retrieve a single category by id.

• Action
  Get transaction

  Retrieve a single transaction by id.

• Action
  List accounts

  List all bank/investment accounts for the authorised user.

• Action
  List categories

  List all categories for the authorised user.

• Action
  List transaction accounts

  List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.

• Action
  List transactions

  List transactions for the authorised user, with filters for date range, category, account, type and search text.

• Action
  Update category

  Update an existing category's title, colour or parent.

• Action
  Update transaction

  Update fields on an existing transaction (amount, payee, date, category, note, labels).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.