Connect PocketSmith and Google Sheets
Integrate PocketSmith with Google Sheets to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when Row Added Or Updated in Google Sheets
Update Budget in PocketSmith when Row Added Or Updated in Google Sheets
Get User Account from PocketSmith when Row Added Or Updated in Google Sheets
Get Account from PocketSmith when Row Added Or Updated in Google Sheets
Get Budget Summary from PocketSmith when Row Added Or Updated in Google Sheets
Popular PocketSmith + Google Sheets 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
Google Sheets
Automatically do this!
Update Spreadsheet Row
List Rows in Sheet
Delete Rows
Add New Row to Sheet
Lookup Spreadsheet Rows
Copy Sheet To Spreadsheet
Add Multiple Rows
Create Subsheet
Create Sheet Column
Get Rows From Range
Create a Spreadsheet
Find Subsheet
Get Row Details
Clear Spreadsheet Row
Create Spreadsheet From Template
List Spreadsheets
List Spreadsheet Tabs
Batch Update Cell Values
Format Spreadsheet Row
Add Conditional Formatting Rule
Update Sheet Name
Update Multiple Rows
Permanently Delete Spreadsheet
Create Transaction in Pocketsmith when Row Added Or Updated in Google Sheets
Use this flowUpdate Budget in PocketSmith when Row Added Or Updated in Google Sheets
Use this flowGet User Account from PocketSmith when Row Added Or Updated in Google Sheets
Use this flowGet Account from PocketSmith when Row Added Or Updated in Google Sheets
Use this flowGet Budget Summary from PocketSmith when Row Added Or Updated in Google Sheets
Use this flowFind Transactions in PocketSmith when Row Added Or Updated in Google Sheets
Use this flowCreate Category in Pocketsmith when Row Added Or Updated in Google Sheets
Use this flowUpdate Transaction in Pocketsmith when Row Added Or Updated in Google Sheets
Use this flowDelete Transaction in Pocketsmith when Row Added Or Updated in Google Sheets
Use this flowCreate Budget Event in Pocketsmith when Row Added Or Updated in Google Sheets
Use this flowSupported Triggers & Actions
Everything you can automate between PocketSmith and Google Sheets.
When this happensTriggers
A trigger is an event that starts a workflow.
Row Added Or Updated
Runs when row added or 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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Learn how to automate PocketSmith and Google Sheets workflows.
Learn how to automate PocketSmith and Google Sheets workflows.
Learn how to automate PocketSmith and Google Sheets workflows.
Learn how to automate PocketSmith and Google Sheets workflows.
Learn how to automate PocketSmith and Google Sheets workflows.
Learn how to automate PocketSmith and Google Sheets workflows.
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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 Google Sheets
Google Sheets is a cloud-based spreadsheet application that lets users create, edit, share, and collaborate on spreadsheets in real time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PocketSmith and Google Sheets 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 Google Sheets 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 Google Sheets. No coding required.
Yes. You can set up a workflow where PocketSmith triggers actions in Google Sheets, and a separate workflow where Google Sheets 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 Google Sheets. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PocketSmith and Google Sheets integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
