Integration
Connect PocketSmith to Stiply
When something happens in PocketSmith, your agent does the next thing in Stiply. 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 Stiply 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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Connect Claude CodeEverything your agent can do with PocketSmith and Stiply
Triggers and actions 1 trigger ยท 17 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
Cancel sign requestCancel an in-progress sign request. POST /v2/sign_requests/{sign_request}/actions/cancel
- Delete sign request
Delete a sign request. DELETE /v2/sign_requests/{sign_request}
- Extend sign request term
Extend the expiration term of a sign request. POST /v2/sign_requests/{sign_request}/actions/extend_term
- Get sign request
Retrieve a single sign request by id. GET /v2/sign_requests/{sign_request}
- Get sign request progress
Get the signing progress of a sign request. GET /v2/sign_requests/{sign_request}/progress
- List signers
List the signers of a sign request. GET /v2/sign_requests/{sign_request}/signers
- Send reminder
Send a reminder to signers of a sign request. POST /v2/sign_requests/{sign_request}/actions/send_reminder
- Send Sign Request
Sends a sign request in Stiply
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
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