Integration
Connect PocketSmith to Sent
When something happens in PocketSmith, your agent does the next thing in Sent. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want PocketSmith and Sent 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.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
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.
Connect Claude CodeEverything your agent can do with PocketSmith and Sent
Triggers and actions 1 trigger ยท 21 actions
Trigger
New transactionFires 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.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Action
Create ContactCreates a contact in your Sent account.
- Delete Contact
Deletes a contact from your Sent account.
- Find Templates
Searches the message templates in your Sent account and returns the ones that match.
- Get Contact
Returns a single contact and its details.
- Get Contact Message Summary
Returns a summary of the messages exchanged with a contact.
- Get Message
Returns a single message and its current delivery status.
- Get Message Activities
Returns the activity history for a message, including each delivery status change.
- Get Template
Returns a single message template and its parameters.
- Lookup Phone Number
Returns carrier, line type, and reachability details for a phone number.
- Send Message
Sends a message to one or more phone numbers from a Sent template, over SMS, WhatsApp, or RCS.
- Update Contact
Updates the details of an existing contact.
- Update Template
Updates an existing message template.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews