Integration

Connect PocketSmith to Rocketlane

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

PocketSmith1 triggerPocketSmith9 actionsRocketlane6 triggersRocketlane11 actions

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What do you want PocketSmith and Rocketlane 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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Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with PocketSmith and Rocketlane

Triggers and actions 7 triggers · 20 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
Account Created
Triggers when a new account is created.
Trigger
Account Updated
Triggers when a account is updated.
Trigger
Project Created
Triggers when a new project is created.
Trigger
Project Updated
Triggers when a project is updated.
Trigger
Task Created
Triggers when a new task is created.
Trigger
Task Updated
Triggers when a new task is updated.
Action
Archive Project
Archives a project.
Action
Create Account
Creates an account.
Action
Create Project
Creates a project.
Action
Create Task
Creates a Task.
Action
Delete Project
Deletes a project.
Action
Post Task Message
Creates a new Task message.
Action
Search Project
Search Project By Id.
Action
Search Task
Search Task By Id.
Action
Update Project
Updates a project.
Action
Update Task
Updates a Task.
Action
User
Search User By Email Id.

Each app on its own

The other way round: Rocketlane to PocketSmith