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Put PocketSmith to workacross your business

Automate PocketSmith workflows across the tools your team uses every day. MindCloud helps you connect apps, move data, and keep business processes running.

Describe what you want to automate in PocketSmith. The field supports multiple lines but stays at a fixed height.

Businesses automate real work through MindCloud every day.

Get connected

Connect PocketSmith with other apps you use to automate business processes, not just small tasks.

Google SheetsGoogle Sheets connects app workflows across your app stack.Google MailGoogle Mail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Every action you need

Access 24 actions within PocketSmith.
Can’t find an action you need? Let us know.

List Accounts In UserRun a list accounts in user action in PocketSmith.List Budget For UserRun a list budget for user action in PocketSmith.Get Budget Summary For UserRun a get budget summary for user action in PocketSmith.Create Category In UserCreate category in user in PocketSmith.Delete CategoryDelete category in PocketSmith.Get CategoryRun a get category action in PocketSmith.List Categories In UserRun a list categories in user action in PocketSmith.Update CategoryUpdate category in PocketSmith.Create Category Rule In CategoryCreate category rule in category in PocketSmith.List Category Rules In UserRun a list category rules in user action in PocketSmith.Get CurrencyRun a get currency action in PocketSmith.List CurrenciesRun a list currencies action in PocketSmith.Delete Forecast Cache For UserDelete forecast cache for user in PocketSmith.Create Institution In UserCreate institution in user in PocketSmith.Delete InstitutionDelete institution in PocketSmith.

How can I use the PocketSmith app?

MindCloud is the Universal App Layer. We make it easy to talk to your applications, whatever the use case.

Build workflows. MindCloud’s Gravity platform helps you build robust automations around PocketSmith.

Get PocketSmith accountsTrigger

Fetched accounts from PocketSmith

Filter to complete accounts

Applied filter to accounts

Loop through 5 accounts

Iterating over each account

Check if account is complete

Condition: account has required fields
then

Skip and continue

Skipped - account already complete
else

Check if account needs review

Condition: account needs review

Save review note in Notion

Added review context for account

Track cashflow forecasts for budgeting in PocketSmith.

Thinking...

Automate. Tell Cirra what you do in PocketSmith so she can take the grunt work out of your job.

Wire your product. Our Universal REST API lets you easily connect and talk to PocketSmith from your codebase.

Connect to your Agent. Expose your agent to PocketSmith and 3100+ other applications with a single MCP server.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with PocketSmith.

MindCloud connects PocketSmith with the rest of your business systems so teams can automate updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.