Connect PocketSmith to Mailazy

Both apps 26PocketSmith 14Mailazy 12

• 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 contact in Mailazy, optionally adding it to one or more lists right away.

• Action
  Add contact to list

  Adds a contact to a Mailazy list by contact id or email, which schedules that list's automation emails.

• Action
  Add list

  Creates a new contact list in your Mailazy product.

• Action
  Add suppression

  Adds an email address to the product's suppression list so no more email is sent to it. Re-adding an address already suppressed returns the existing entry.

• Action
  Add tag

  Creates a new tag in your Mailazy product. Tag names are unique, ignoring case.

• Action
  Delete contact

  Deletes a contact from your Mailazy product.

• Action
  Find contact by email

  Finds a Mailazy contact by its email address and returns the contact record.

• Action
  Get contact

  Returns a single Mailazy contact by its ID, including email, name and metadata.

• Action
  List contacts

  Returns contacts in your Mailazy product, optionally filtered and sorted by created date.

• Action
  List lists

  Returns all contact lists in your Mailazy product.

• Action
  Remove contact from list

  Removes a contact from a list and cancels any pending sends for that list.

• Action
  Update contact

  Updates a Mailazy contact's name and merges new values into its metadata.

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