Connect PocketSmith and Saasu

Both apps 36PocketSmith 14Saasu 22

• 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 Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

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