Connect Pelcro and PocketSmith

Both apps 31Pelcro 17PocketSmith 14

• Trigger
  Customer Created

  Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.

• Trigger
  Customer Updated

  Triggers when a customer is updated in Pelcro.

• Trigger
  Newsletter Created

  Triggers when a new newsletter subscription is created in Pelcro.

• Trigger
  Newsletter Updated

  Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.

• Trigger
  Subscription Created

  Triggers when a new subscription is created in Pelcro.

• Action
  Add address

  Creates a new shipping, billing or primary address for a Pelcro customer.

• Action
  Add coupon

  Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.

• Action
  Create Customer

  Creates a new customer on your Pelcro site.

• Action
  Create Newsletter

  Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.

• Action
  Create Plan

  Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.

• Action
  Create Product

  Creates a product in your Pelcro site. Plans and their prices are added under a product.

• Action
  Create Subscription

  Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.

• Action
  Get coupon

  Returns a single coupon by id, including its code, discount, duration, redemption count and expiration.

• Action
  Get newsletter

  Returns a single newsletter subscriber by id, including their email, name, lists and consent details.

• Action
  List newsletters

  Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.

• Action
  Update customer

  Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.

• Action
  Update Newsletter

  Updates an existing newsletter subscriber's email, signup source, name, lists and consent details.

• 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.