Integration

Connect PocketSmith to Billage

When something happens in PocketSmith, your agent does the next thing in Billage. Describe it in plain language and the automation is built, tested on every branch and kept running.

PocketSmith1 triggerPocketSmith9 actionsBillage16 actions

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What do you want PocketSmith and Billage 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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Everything your agent can do with PocketSmith and Billage

Triggers and actions 1 trigger · 25 actions

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}.
Action
Add Product
Create a new Billage product. POST /v2/products.
Action
Create Account
Creates a new account.
Action
Create Contact
Creates a new contact in an account.
Action
Delete Account
Delete a Billage account by id. DELETE /v2/accounts/{account-id}.
Action
Delete Contact
Delete a Billage contact by id. DELETE /v2/contacts/{id}.
Action
Delete Lead
Delete a Billage lead by id. DELETE /v2/leads/{id}.
Action
Get Account
Fetch a single Billage account (company/customer record) by id. GET /v2/accounts/{account-id}.
Action
Get Contact
Fetch a single Billage contact by id. GET /v2/contacts/{id}.
Action
Get Lead
Fetch a single Billage lead by id. GET /v2/leads/{id}.
Action
Get Product
Find a Billage product by id. GET /v2/products/{id}.
Action
List Accounts
List/search Billage accounts by name, alias, vat, tags, etc. GET /v2/accounts.
Action
List Contacts
List/search Billage contacts by criteria. GET /v2/contacts.
Action
List Leads
List Billage leads. GET /v2/leads.
Action
List Products
List/search Billage products by alias or name. GET /v2/products.
Action
Update Account
Update an existing Billage account. PUT /v2/accounts.
Action
Update Contact
Update an existing Billage contact. PUT /v2/contacts.

Each app on its own

The other way round: Billage to PocketSmith