--- title: "Connect PocketSmith and Poptin - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Update contact status\" in Poptin, or \"New Contact\" in Poptin to \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/pocketsmith-to-poptin" --- # Connect PocketSmith and Poptin When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Update contact status** in [Poptin](https://apiant.ai/connections/poptin), or **New Contact** in Poptin to **Add category** in PocketSmith. Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Poptin **2** triggers Poptin **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PocketSmith and Poptin to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What PocketSmith and Poptin can do together ### From PocketSmith to Poptin - When **New transaction** in PocketSmith then **Update contact status** in Poptin - When **New transaction** in PocketSmith then **Create preference** in Poptin ### From Poptin to PocketSmith - When **New Contact** in Poptin then **Add category** in PocketSmith - When **New Lead** in Poptin then **Add transaction** in PocketSmith Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with PocketSmith and Poptin ## Triggers and actions 3 triggers · 44 actions - 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). - Trigger **New Contact** Triggers when a new contact is added to your Poptin contact list. - Trigger **New Lead** Triggers when a visitor submits a Poptin form, creating a new lead (conversion). - Action **Campaign Analytics** See how your email campaigns performed overall in a date range (sends, opens, clicks, bounces) - the same metrics as a single campaign, rolled up. - Action **Create preference** Add a new subscription preference topic (name and optional description) that contacts can be opted into. **423** if the account is locked for processing. - Action **Delete campaign** Permanently delete a campaign you no longer need. Campaigns that are `sending` or `queued` cannot be deleted (**422**). Allowed while under review. Returns **204** with no body. - Action **Delete contact** Permanently remove one contact by public id (`uid`). For many deletions, prefer **Bulk delete contacts (JSON)**. Returns **204** with no body. **423** if the account is locked for processing. - Action **Delete conversion** Remove lead personal details from a conversion while the row may be kept for aggregate stats. Returns **204**. **423** if the account is locked for processing. - Action **Delete poptin** Soft-delete a popup/form (recoverable by support for a limited time). A/B versions are reassigned as in the dashboard. Returns **204**. **423** if the account is locked for processing. - Action **Delete preference** Remove a subscription preference topic you no longer offer. Contacts lose this preference association. **423** if the account is locked for processing. - Action **Delete property** Remove a custom property you no longer need. Built-in/default properties cannot be deleted (**406**). **423** if the account is locked for processing. - Action **End campaign** Mark a `paused` campaign as `completed` so it will not continue sending - use this to close out a send early. Ending an already `completed` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review. - Action **List campaigns** Browse email campaigns on your account (with optional name/status filters) so you can find a campaign to inspect or control. Paginated (`per_page` default **10**, max **100**). - Action **List contacts** Browse and search people on your contact list so you can sync a CRM, audit who is subscribed, or find a contact before updating them. - Action **List conversions** Browse leads and actions captured from your popups/forms so you can sync them to another system or review recent activity. - Action **List poptins** Browse your popups and forms with per-Poptin aggregate metrics so you can rank performers or find a Poptin to inspect. - Action **List preferences** List subscription preference topics on your account so you can build a preference center or map topic ids when syncing contacts. Paginated (`per_page` default **50**, max **100**). - Action **List properties** List the contact fields available on your account so you can map forms or syncs to the right keys. Paginated (`per_page` default **50**, max **100**). - Action **Pause campaign** Temporarily stop a campaign that is currently `sending` or `queued` - for example while you fix content or list issues. Pausing an already `paused` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review. - Action **Pause poptin** Turn off an active popup/form so it stops showing on your site. Pausing an already `inactive` poptin is a no-op (**200**). **422** for statuses that cannot be paused (for example `draft`). - Action **Poptin Analytics** See account-wide popup and form results for a time period - visitors, views, conversions, growth, and rates - the same overview style numbers you would check in the dashboard. - Action **Refresh poptin stats** Ask Poptin to recompute popup/form aggregate stats when the cached overview looks stale. - Action **Rename poptin** Change the display name of a popup/form. Name must be 2–256 characters and unique on the account (**422** if taken). - Action **Resume campaign** Continue a `paused` campaign, or retry one that entered an `error` state. Resuming an already `sending`, `queued`, or `scheduled` campaign is a no-op (**200**), except when under review (**422**). **422** for other statuses or when the campaign is under review. - Action **Resume poptin** Turn an inactive popup/form back on. Resuming an already `active` poptin is a no-op (**200**). **422** for statuses that cannot be resumed (for example `draft`). - Action **Show bulk job status** Poll a background bulk job until `status` is `done` or `failed`. Requires `object_id` and `object_name` from the **202** response of a queuing operation. - Action **Show campaign** Get one campaign by public id (`uid`), including its delivery status and performance statistics (sends, opens, clicks, bounces, and rates). A/B campaigns also include `ab`, `ab_test_percentage`, and per-variant details (`type`, `has_body`, headers). During an active A/B test, top-level `subject` / ` - Action **Show contact** Get one contact by public id (`uid`), including field values, tags, preferences, and subscription status - useful before an update or to verify a sync. - Action **Show conversion** Get one conversion by public id (`uid`) - for example to fetch full lead details after a webhook or list sync. Pass `include=extra_fields` to resolve submitted input fields. - Action **Show poptin** Get one popup or form by public id (`uid`) with its aggregate metrics. A/B parents include nested versions; A/B versions include the parent’s identity and metrics. - Action **Show preference** Get one preference topic by public id (`uid`). Pass `include=contacts_count` when you need how many contacts currently have this preference. - Action **Show property** Get one contact property, including its type and options, so you can map forms or syncs to the right field. - Action **Update contact status** Change only a contact’s subscription status (for example subscribe, unsubscribe, or mark as bounced) without rewriting their other fields. - Action **Update preference** Update a preference topic without changing which contacts are opted in. **423** if the account is locked for processing. ## Each app on its own - [ **PocketSmith** Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web.](https://apiant.ai/connections/pocketsmith) - [ **Poptin** Poptin is a free lead capture platform that lets you create engaging web and mobile popups and improve your...](https://apiant.ai/connections/poptin) Reviews ## What our customers say ## More from PocketSmith - [ **PocketSmith to BlazePhoenix** BlazePhoenix is an on-chain decentralized-exchange aggregator.](https://apiant.ai/connect/pocketsmith-to-blazephoenix) - [ **PocketSmith to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/pocketsmith-to-mistral-ai) - [ **PocketSmith to Open Government, Argentina** Argentina Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/pocketsmith-to-open-government-argentina) - [ **PocketSmith to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pocketsmith-to-salesforce) - [ **PocketSmith to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pocketsmith-to-google-calendar) - [ **PocketSmith to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pocketsmith-to-stripe) ## More into Poptin - [ **HubSpot to Poptin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-poptin) - [ **Google Sheets to Poptin** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-poptin) - [ **Gmail to Poptin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-poptin) - [ **Google Calendar to Poptin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-poptin) - [ **Google Drive to Poptin** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-poptin) - [ **Mailchimp to Poptin** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-poptin) Questions ## PocketSmith and Poptin, answered ### ### What can start an automation from PocketSmith? Any of PocketSmith's 1 trigger in the catalog, including New transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Poptin when something happens in PocketSmith? Any of Poptin's 31 actions, including Create preference, Update contact status, Update preference and Campaign Analytics. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Poptin to PocketSmith? Yes. When something happens in Poptin, your agent can act in PocketSmith too. This page covers both directions: Poptin's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Poptin? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use PocketSmith and Poptin without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.