Connect PocketSmith and GitHub
Integrate PocketSmith with GitHub to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when When a new issue is created in GitHub
Update Budget in PocketSmith when When a new issue is created in GitHub
Get User Account from PocketSmith when When a new issue is created in GitHub
Get Account from PocketSmith when When a new issue is created in GitHub
Get Budget Summary from PocketSmith when When a new issue is created in GitHub
Popular PocketSmith + GitHub 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
GitHub
Automatically do this!
Create Issue
Get Repository Details
Update GitHub Issue
Find Issue in Repository
Find Organization
Create Gist
Get File Changes
List Pull Requests
Get File Contents
Create Or Update File
Add Comment to Issue
Add Comment to Commit
Create Inline Comment
List All Repository
List PR Review Comments
Get Pull Request Details
Invite User To Organization
Update pull request
List Repository Files
Close Pull Request
Remove Member from Organization
Create Transaction in Pocketsmith when When a new issue is created in GitHub
Use this flowUpdate Budget in PocketSmith when When a new issue is created in GitHub
Use this flowGet User Account from PocketSmith when When a new issue is created in GitHub
Use this flowGet Account from PocketSmith when When a new issue is created in GitHub
Use this flowGet Budget Summary from PocketSmith when When a new issue is created in GitHub
Use this flowFind Transactions in PocketSmith when When a new issue is created in GitHub
Use this flowCreate Category in Pocketsmith when When a new issue is created in GitHub
Use this flowUpdate Transaction in Pocketsmith when When a new issue is created in GitHub
Use this flowDelete Transaction in Pocketsmith when When a new issue is created in GitHub
Use this flowCreate Budget Event in Pocketsmith when When a new issue is created in GitHub
Use this flowSupported Triggers & Actions
Everything you can automate between PocketSmith and GitHub.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new issue is created
Runs the workflow automatically whenever a new issue is created in the repository.
When a new branch or tag is created
Runs the workflow automatically whenever a new branch or tag is created in the repository.
New Release Published
Runs when a new release is published in the selected repository.
Pull Request Opens or Closes
Runs the workflow automatically whenever a pull request is opened or closed in the repository.
When a new comment is added to an issue
Runs the workflow automatically whenever a new comment is added to any issue.
When a repository is forked
Runs the workflow automatically whenever a repository is forked.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 GitHub
GitHub is a developer platform for hosting code, collaborating on software projects, managing issues and pull requests, automating workflows, and securing the software development lifecycle with tools like GitHub Actions and Advanced Security.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PocketSmith and GitHub 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 GitHub 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 GitHub. No coding required.
Yes. You can set up a workflow where PocketSmith triggers actions in GitHub, and a separate workflow where GitHub 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 GitHub. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PocketSmith and GitHub integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
