Integration
Connect PocketSmith to Debitura
When something happens in PocketSmith, your agent does the next thing in Debitura. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want PocketSmith and Debitura 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 Debitura
Triggers and actions 2 triggers · 20 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 CaseTriggers when a new collection case appears in your Debitura account.
- Add Case Message
Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.
- Check Collection Eligibility
Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.
- Create Case
Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.
- Find Case
Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.
- Find Payment
Finds one payment recorded on a Debitura case, by the payment's id, and returns it.
- Get Case Files
Returns the documents attached to a collection case.
- Get Case Messages
Returns the messages posted on a Debitura collection case, in the order they were sent.
- Get Case Timeline
Returns everything that has happened on a collection case, in order, plus the stage the case has reached.
- Get Contract Status
Returns whether the agreements needed to collect on a case have been signed yet.
- Preview Case
Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.
- Upload File to Case
Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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