Integration

Connect SparrowDesk to PocketSmith

When something happens in SparrowDesk, your agent does the next thing in PocketSmith. Describe it in plain language and the automation is built, tested on every branch and kept running.

SparrowDesk2 triggersSparrowDesk17 actionsPocketSmith1 triggerPocketSmith9 actions

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What do you want SparrowDesk and PocketSmith 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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Everything your agent can do with SparrowDesk and PocketSmith

Triggers and actions 3 triggers · 26 actions

Trigger
New Contact
Fires when a new contact is created. Poll GET /contacts sorted by creation date, or via new webhook subscription on contact-created event.
Trigger
New Ticket
Fires when a new conversation (ticket) is created. Poll GET /conversations sorted by creation date, or via new webhook subscription on ticket-created event.
Action
Add Company
Create a company. POST /companies
Action
Add Ticket Reply
Create a reply on a conversation (ticket). POST /conversations/{id}/reply
Action
Create Contact
Creates a new contact in your SparrowDesk account.
Action
Create Ticket
Creates a new ticket (conversation) in your SparrowDesk account.
Action
Delete Contact
Delete a contact by ID. DELETE /contacts/{id}
Action
Delete Ticket
Delete a conversation (ticket) by ID. DELETE /conversations/{id}
Action
Get Company
Retrieve a company by ID. GET /companies/{id}
Action
Get Contact
Retrieve a single contact by ID. GET /contacts/{id}
Action
Get Ticket
Retrieve a single conversation (ticket) by ID. GET /conversations/{id}
Action
List Companies
List all companies. GET /companies
Action
List Contacts
List all contacts. GET /contacts
Action
List Members
List all team members on the account. GET /members
Action
List Tags
List all tags on the account. GET /tags
Action
List Tickets
List all conversations (tickets). GET /conversations
Action
Update Company
Update a company by ID. PATCH /companies/{id}
Action
Update Contact
Update a contact by ID. PATCH /contacts/{id}
Action
Update Ticket
Update a conversation (ticket) by ID. PATCH /conversations/{id}
Trigger
New transaction
Fires 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.
Action
Add category
Create a new category for the authorised user. POST /users/{id}/categories.
Action
Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
Action
Delete category
Delete a category by id. DELETE /categories/{id}.
Action
Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
Action
Get account
Retrieve a single account by id. GET /accounts/{id}.
Action
Get category
Retrieve a single category by id. GET /categories/{id}.
Action
Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
Action
Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
Action
Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.

Each app on its own

The other way round: PocketSmith to SparrowDesk