Connect PocketSmith and TouchBasePro

Both apps 23PocketSmith 14TouchBasePro 9

• 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 Subscriber

  Triggers when a new subscriber is added to a list.

• Trigger
  Unsubscribed Subscriber

  Triggers when a subscriber unsubscribes from a list.

• Trigger
  Updated Subscriber

  Triggers when an active subscriber on a list is added or has their details changed.

• Action
  Add List

  Creates a new subscriber list in your TouchBasePro account and returns its list id.

• Action
  Add Subscriber

  Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.

• Action
  Get Subscriber

  Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.

• Action
  Send Smart Email

  Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.

• Action
  Update Subscriber

  Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.

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