Integration
Connect PocketSmith to Zaprite
When something happens in PocketSmith, your agent does the next thing in Zaprite. 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 Zaprite 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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Triggers and actions 1 trigger ยท 19 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. Contacts can be linked to orders.
- Create Invoice
Creates an invoice-backed order.
- Create Order
Creates a simple order without invoice fields.
- Delete Contact
Deletes a contact.
- Find Contact
Finds contacts by email address or a text search, and returns the first match plus the full list of matches.
- Find Order
Finds an order by order ID or external reference.
- Find Transactions by Order
Finds all transactions for a given order ID.
- List Contacts
Lists contacts by email address or search query. Returns up to 100 contacts per request.
- Update Contact
Updates a contact. Only provided fields are updated.
- Update Order
Updates an order's status or expiration.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.