Integration
Connect PocketSmith to DocuWriter.ai
When something happens in PocketSmith, your agent does the next thing in DocuWriter.ai. 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 DocuWriter.ai 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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Triggers and actions 2 triggers ยท 18 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 GenerationTriggers when new generation is created.
- Add document
Create a new document within a Space. POST /api/spaces/{space}/documents (Bearer token auth).
- Add space
Create a new Space to organize documentation. POST /api/spaces (Bearer token auth).
- Delete document
Delete a document within a Space. DELETE /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).
- Find documents by keyword
Search for documents within a Space by keyword. POST /api/spaces/{space}/search (Bearer token auth).
- Get document
Retrieve a document within a Space by id. GET /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).
- Get generation
Retrieve a single documentation generation by id, including its status and result. GET /api/generations/{id} (Bearer token auth).
- List generations
List the user's documentation generations. GET /api/generations (Bearer token auth).
- List spaces
List the user's Spaces (collaborative documentation collections). GET /api/spaces (Bearer token auth).
- Update document
Update an existing document within a Space. PUT /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.