Connect PocketSmith to AFrame

Both apps 34PocketSmith 14AFrame 20

• 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).

• Action
  Add contact note

  Adds a note to an existing contact in AFrame and returns the created note.

• Action
  Add event

  Creates a new event (date or appointment) on an AFrame transaction, with a fixed date or a date calculated from another transaction date.

• Action
  Add task

  Creates a new Task in AFrame, assigned to a team member and optionally linked to a transaction or contact.

• Action
  Add transaction attachment

  Creates a new attachment entry (a file placeholder or a web link) on an AFrame transaction.

• Action
  Add transaction note

  Adds a note (or showing / price-change activity) to an existing AFrame transaction.

• Action
  Add transaction participant

  Adds a participant to an AFrame transaction in a given role, either linking an existing contact, creating a new contact inline, or holding the role as a placeholder.

• Action
  Create Contact

  Creates a new Contact in your AFrame team, with name, company, emails, phones, addresses and categories.

• Action
  Create Transaction

  Creates a new Transaction in AFrame for a property address, with optional prices, key dates, assigned team members and custom field values.

• Action
  Find contacts

  Searches AFrame contacts by name, company, team, email, categories, or created/edited date range and returns the matching contacts (up to 100).

• Action
  Find tasks

  Returns tasks matching the given status, due/completion dates, transaction, contact or assignee filters (up to 100).

• Action
  Find team members

  Finds team members in your AFrame team by name, email, role, type or active status.

• Action
  Find transactions

  Searches transactions by ID, stage, property address, or created/edited date range and returns the matching transactions (up to 100).

• Action
  Get contact

  Returns a contact's details, including name, emails, phones, addresses, owners and categories.

• Action
  Get contact note

  Returns a single contact note by its ID, including its content, type, date and any attached file details.

• Action
  Get Event

  Returns one event (a date or appointment such as a closing date) on a transaction.

• Action
  Get transaction

  Returns a single AFrame transaction by its ID, including its status, property details, participants and custom field values.

• Action
  Get Transaction Note

  Returns a transaction note by its ID, including its content, activity date, contact details and visibility settings.

• Action
  Update contact

  Updates an existing AFrame contact, changing only the fields you fill in.

• Action
  Update task

  Updates an existing AFrame task, changing only the fields you fill in, and returns the updated task.

• Action
  Update transaction

  Updates an existing AFrame transaction's property address, status, assigned team members, prices, dates and commission. Only the fields you fill in are changed.

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