Connect PocketSmith and Stripe
Integrate PocketSmith with Stripe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when New Customer Created in Stripe
Update Budget in PocketSmith when New Customer Created in Stripe
Get User Account from PocketSmith when New Customer Created in Stripe
Get Account from PocketSmith when New Customer Created in Stripe
Get Budget Summary from PocketSmith when New Customer Created in Stripe
Popular PocketSmith + Stripe 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
Stripe
Automatically do this!
Find a Subscription
List Invoice
Find Payment Intents
Find Customer
Create Invoice
Delete Customer
Update Customer
Deactivate Payment Link
Create Product
Create Customer
Cancel Subscription
Create Price
Collect Payment
Create Payment Link
List Coupons
List All Plans
List Billing Meters
List Transfers
Get Accounts
Search Invoice Details
Search Customer
Create Transaction in Pocketsmith when New Customer Created in Stripe
Use this flowUpdate Budget in PocketSmith when New Customer Created in Stripe
Use this flowGet User Account from PocketSmith when New Customer Created in Stripe
Use this flowGet Account from PocketSmith when New Customer Created in Stripe
Use this flowGet Budget Summary from PocketSmith when New Customer Created in Stripe
Use this flowFind Transactions in PocketSmith when New Customer Created in Stripe
Use this flowCreate Category in Pocketsmith when New Customer Created in Stripe
Use this flowUpdate Transaction in Pocketsmith when New Customer Created in Stripe
Use this flowDelete Transaction in Pocketsmith when New Customer Created in Stripe
Use this flowCreate Budget Event in Pocketsmith when New Customer Created in Stripe
Use this flowSupported Triggers & Actions
Everything you can automate between PocketSmith and Stripe.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Created
Runs when customer is created
Payment Link Created
Runs when payment link created
Subscription Ends
Runs when subscription ends
New Charge Is Created
Runs when charge is created
New Event Occurs
Runs when new event occurs
New Refund Created
Runs when a new refund is created.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
A Step by Step Guide to Automate Customer Communication
Learn how to automate customer communication with a practical, step-by-step guide. Discover what to automate, the benefits, and simple workflows for timely, personalized messages across email, SMS, and chat.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating PocketSmith and Stripe free
No credit card required. Set up your first workflow in minutes.
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 Stripe
Stripe is a financial technology company that provides a set of tools and APIs (Application Programming Interfaces) for online businesses to handle payments, subscriptions, and other financial transactions on the internet.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PocketSmith and Stripe 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 Stripe 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 Stripe. No coding required.
Yes. You can set up a workflow where PocketSmith triggers actions in Stripe, and a separate workflow where Stripe 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 Stripe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PocketSmith and Stripe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
