Integration
Connect PocketSmith to Baremetrics
When something happens in PocketSmith, your agent does the next thing in Baremetrics. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want PocketSmith and Baremetrics 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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Connect Claude CodeEverything your agent can do with PocketSmith and Baremetrics
Triggers and actions 1 trigger ยท 23 actions
Trigger
New transactionFires 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.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Action
Add goalCreate a new revenue or metric goal for a data source.
- Augment Customer
Augments a customer with data.
- Cancel subscription
Cancel an active customer subscription.
- Create Subscription
Creates a new Subscription.
- Delete goal
Remove a goal from a data source.
- Delete subscription
Remove a subscription from a Baremetrics data source.
- Get annotation
Look up a single annotation's details by ID.
- Get charge
Look up a single charge's details by ID.
- Get goal
Look up a single goal's details by ID.
- Get plan
Look up a single pricing plan's details by ID.
- List annotations
Retrieve the list of annotations (notes marked on a metrics chart) for a data source.
- List goals
Retrieve the list of revenue/metric goals defined for a data source.
- List plans
Retrieve the list of pricing plans defined for a data source.
- List subscriptions
Retrieve the list of customer subscriptions for a data source.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.