Connect OnePageCRM to PocketSmith

Both apps 30OnePageCRM 20PocketSmith 10

• Trigger
  Closed Sales Cycle

  Triggered when a sales cycle is closed — a deal is marked won or lost.

• Trigger
  Completed Next Action

  Triggered when a next action is marked done in OnePageCRM.

• Trigger
  New Call

  Triggered when a phone call is logged in OnePageCRM.

• Trigger
  New Contact

  Triggered when a new contact is created in OnePageCRM.

• Trigger
  New Deal

  Triggered when a new deal is created in OnePageCRM.

• Trigger
  New Next Action

  Triggered when a new next action is created in OnePageCRM.

• Trigger
  New Note

  Triggered when a new note is added to a contact in OnePageCRM.

• Trigger
  Updated Contact

  Triggered when a contact is created or changed in OnePageCRM.

• Trigger
  Updated Deal

  Triggered when a deal is created or changed in OnePageCRM.

• Action
  Close Sales Cycle

  Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.

• Action
  Create Call

  Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.

• Action
  Create Contact

  Creates a contact in OnePageCRM, including your account's own custom fields.

• Action
  Create Deal

  Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.

• Action
  Create Next Action

  Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.

• Action
  Create Note

  Adds a note to a contact's timeline in OnePageCRM.

• Action
  Find Contact

  Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.

• Action
  Find Deal

  Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.

• Action
  Find User

  Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.

• Action
  Update Contact

  Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.

• Action
  Update Deal

  Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

• 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}.

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