Integration
Connect PocketSmith to Cakemail
When something happens in PocketSmith, your agent does the next thing in Cakemail. 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 Cakemail 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 Cakemail
Triggers and actions 9 triggers ยท 11 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}.
Trigger
New ContactTriggers when a new Contact is added.
- New Email Bounce
Triggers when an email bounces.
- New Email Click
Triggers when a new Email Click is tracked.
- New Email Open
Triggers when a new Email Open is tracked.
- New List
Triggers when a List is created.
- New Suppressed Email
Triggers when a new Suppressed Email is added.
- Unsubscribed Contact
Triggers when a Contact is unsubscribed.
- Updated Contact
Triggers when a Contact is updated.
- Add Suppressed Email
Adds an email address to the Cakemail suppression list so no further mail is sent to it.
- Find Contact by Email
Returns the contacts on a Cakemail list whose email address matches the one you supply.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.