Connect PocketSmith to Loops

Both apps 25PocketSmith 14Loops 11

• Trigger
  New transaction

  Fires when a new transaction appears in the authorised user's PocketSmith accounts.

• Action
  Add category

  Create a new category for the authorised user.

• Action
  Add transaction

  Create a new transaction in a PocketSmith transaction account.

• Action
  Delete category

  Delete a category by id.

• Action
  Delete transaction

  Delete a transaction by id.

• Action
  Get account

  Retrieve a single account by id.

• Action
  Get category

  Retrieve a single category by id.

• Action
  Get transaction

  Retrieve a single transaction by id.

• Action
  List accounts

  List all bank/investment accounts for the authorised user.

• Action
  List categories

  List all categories for the authorised user.

• Action
  List transaction accounts

  List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.

• Action
  List transactions

  List transactions for the authorised user, with filters for date range, category, account, type and search text.

• Action
  Update category

  Update an existing category's title, colour or parent.

• Action
  Update transaction

  Update fields on an existing transaction (amount, payee, date, category, note, labels).

• Action
  Add Contact

  Creates a new contact in your Loops audience, with optional name, user group, subscription status, mailing list memberships and custom contact properties.

• Action
  Add contact property

  Creates a new custom contact property in your Loops account, such as a plan name or signup date, so it can be stored on contacts.

• Action
  Delete Contact

  Deletes a contact from your Loops audience, identified by email address or user ID.

• Action
  Find Contact

  Finds a Loops contact by email address or by your own user ID and returns the matching contact, including its custom properties.

• Action
  Get campaign

  Returns a single Loops campaign by its ID, including its name, status, audience, mailing list and schedule.

• Action
  List campaigns

  Returns all campaigns in your Loops account, with each campaign's name, status, audience and scheduling details.

• Action
  List contact properties

  Returns the contact properties defined in your Loops account, either all of them or only your custom ones.

• Action
  List mailing lists

  Returns every mailing list in your Loops account, with each list's name, description and whether it is public.

• Action
  List transactional emails

  Returns the transactional emails in your Loops account, including each email's id, name, and the data variables it expects.

• Action
  Send Event

  Sends an event for a contact in Loops to trigger workflows, identifying the contact by email or user ID and optionally updating their contact properties and mailing list subscriptions.

• Action
  Update Contact

  Updates a Loops contact identified by email or user ID, including standard fields, custom contact properties and mailing list subscriptions. Creates the contact if no match exists.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.