Connect PocketSmith to Priority

Both apps 30PocketSmith 14Priority 16

• 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 record

  Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.

• Action
  Add Shipping Charges to an Order

  Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.

• Action
  Create a New Sales Order

  Creates a sales order for a customer in Priority, optionally with order lines.

• Action
  Create Exist Customer Sales Order

  Creates a sales order in Priority for an existing customer, optionally with order lines.

• Action
  Create Potential Customer

  Creates a potential customer record in Priority.

• Action
  Delete record

  Deletes a record from a Priority form, such as a customer or an order, by its key.

• Action
  Find Customer by Email

  Finds customers in Priority whose email address matches the one you provide.

• Action
  Find records by filter

  Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.

• Action
  Find the Country Name by Two Letter Code

  Looks up a country in Priority by its two-letter code and returns the country's name.

• Action
  Get Campaigns

  Returns the marketing campaigns defined in Priority, optionally filtered and sorted.

• Action
  Get Customers

  Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.

• Action
  Get Lead Types

  Returns the lead types defined in Priority, optionally filtered and sorted.

• Action
  Get record

  Returns a single record from a Priority form (such as a customer or order) by its key.

• Action
  List records

  Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.

• Action
  Update record

  Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.

• Action
  Update Sales Order Status

  Changes the status of an existing sales order in Priority.

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