Integration

Connect PocketSmith to Gorgias

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

PocketSmith1 triggerPocketSmith9 actionsGorgias2 triggersGorgias13 actions

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What do you want PocketSmith and Gorgias 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 Gorgias

Triggers and actions 3 triggers · 22 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}.
Trigger
New ticket
Fires when a new ticket is created in Gorgias. Poll GET https://{domain}.gorgias.com/api/tickets ordered by created_datetime, or vendor webhook event ticket-created.
Trigger
New ticket message
Fires when a new message is added to a ticket. Poll GET https://{domain}.gorgias.com/api/tickets/{id}/messages, or vendor webhook event message-created.
Action
Add customer
Create a new customer profile. POST https://{domain}.gorgias.com/api/customers
Action
Add tag to ticket
Apply a tag to a ticket. POST https://{domain}.gorgias.com/api/tickets/{id}/tags or PUT ticket with tags array
Action
Create Ticket
Creates a ticket
Action
Create Ticket Message
Creates a Ticket Message in an existing ticket
Action
Delete ticket
Delete a ticket by id. DELETE https://{domain}.gorgias.com/api/tickets/{id}
Action
Find customers by email
Search/list customers, filterable by email and other criteria. GET https://{domain}.gorgias.com/api/customers
Action
Get customer
Retrieve a single customer by id. GET https://{domain}.gorgias.com/api/customers/{id}
Action
Get ticket
Retrieve a single ticket by id. GET https://{domain}.gorgias.com/api/tickets/{id}
Action
Get Ticket Message
Look up one message by its id and return its details, including its body, subject, channel, sender, receiver and whether the customer can see it.
Action
List ticket messages
List messages belonging to a ticket. GET https://{domain}.gorgias.com/api/tickets/{id}/messages
Action
List tickets
List tickets with optional filters (status, customer, tags). GET https://{domain}.gorgias.com/api/tickets
Action
Update customer
Update fields on an existing customer record. PUT https://{domain}.gorgias.com/api/customers/{id}
Action
Update ticket
Update fields on an existing ticket (status, priority, assignee, tags). PUT https://{domain}.gorgias.com/api/tickets/{id}

Each app on its own

The other way round: Gorgias to PocketSmith