Connect PocketSmith and ClickUp
Integrate PocketSmith with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when When a new task is created in ClickUp
Update Budget in PocketSmith when When a new task is created in ClickUp
Get User Account from PocketSmith when When a new task is created in ClickUp
Get Account from PocketSmith when When a new task is created in ClickUp
Get Budget Summary from PocketSmith when When a new task is created in ClickUp
Popular PocketSmith + ClickUp flows
Start from a real workflow other teams are already running.
Choose a trigger
PocketSmith
When this happens...
- Request a new Trigger for PocketSmith
Choose an action
ClickUp
Automatically do this!
Find Lists in Space
List Workspaces
List Spaces
List Tasks
List Folders
Create Task
Get User Profile
Create List
Update Task
Update a List
Add Checklist and Items to a Task
Get Task
Add Time Entry
Archive or Permanently Delete Task
Update Custom Field Value
Find Custom Fields
Add Comment to Task
Create Subtask
Create Transaction in Pocketsmith when When a new task is created in ClickUp
Use this flowUpdate Budget in PocketSmith when When a new task is created in ClickUp
Use this flowGet User Account from PocketSmith when When a new task is created in ClickUp
Use this flowGet Account from PocketSmith when When a new task is created in ClickUp
Use this flowGet Budget Summary from PocketSmith when When a new task is created in ClickUp
Use this flowFind Transactions in PocketSmith when When a new task is created in ClickUp
Use this flowCreate Category in Pocketsmith when When a new task is created in ClickUp
Use this flowUpdate Transaction in Pocketsmith when When a new task is created in ClickUp
Use this flowDelete Transaction in Pocketsmith when When a new task is created in ClickUp
Use this flowCreate Budget Event in Pocketsmith when When a new task is created in ClickUp
Use this flowSupported Triggers & Actions
Everything you can automate between PocketSmith and ClickUp.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task is updated.
Do thisActions
Action is the task that follows automatically within your PocketSmith integrations.
Create Transaction
Add a transaction to a bank, card or cash account with payee, amount, date and category.
Update Budget
Change the amount, repeat or note of a budget event for one, future or all occurrences.
Get User Account
Retrieve the authenticated user's account details.
Get Account
Get the details and balances of a selected account.
Get Budget Summary
Get the income and expense budget summary for a chosen period and date range.
Find Transactions
Search transactions by keyword, date, type or review status, or get one transaction by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About PocketSmith
PocketSmith is a personal finance software that helps users manage their budgets, track their spending, and plan for the future. With features like cash flow forecasting, budget tracking, and financial goal setting, PocketSmith provides a comprehensive solution for individuals looking to take control of their financial health.
Learn moreSimilar apps
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PocketSmith and ClickUp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between PocketSmith and ClickUp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickUp. No coding required.
Yes. You can set up a workflow where PocketSmith triggers actions in ClickUp, and a separate workflow where ClickUp triggers actions in PocketSmith. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between PocketSmith and ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PocketSmith and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
