Connect PocketSmith to Scalelist

Both apps 17PocketSmith 14Scalelist 3

• 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
  Email Finder

  Finds a person's verified work email from their name and company. Charges 1 credit only when an email is found.

• Action
  Find people by criteria

  Returns people profiles matching your criteria such as job title, seniority, company, industry and location. Each profile returned costs 1 credit.

• Action
  Get account

  Returns your Scalelist account's name, email, subscription plan and remaining credit balance.

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