IntegrationsFrontPocketGuard
Front + PocketGuard

Connect Front and PocketGuard to Build Intelligent Automations

Choose a Trigger

Front

When this happens...

Choose an Action

PocketGuard

Automatically do this!

Enable Integrations or automations with these events of Front and PocketGuard

Enable Integrations or automations with these events of Front and PocketGuard

Actions

Create Contact

Create Contact

Creates a new contact.

Create Account

Create Account

Creates a new Account.

Add Contact Handle

Add Contact Handle

Add a handle (email, phone, etc) to a Contact.

Add Comment

Add Comment

Add a comment to a conversation.

Remove Conversation Links

Remove Conversation Links

Remove Links from a conversation.

Import Message

Import Message

Imports a new message into Front.

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Frequently Asked Questions

How do I start an integration between Front and PocketGuard?

To start, connect both your Front and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Front triggers actions in PocketGuard (or vice versa).

Can we customize how data from Front is recorded in PocketGuard?

Absolutely. You can customize how Front data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Front and PocketGuard?

The data sync between Front and PocketGuard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Front to PocketGuard?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Front and PocketGuard?

Yes, you can set conditional logic to control the flow of data between Front and PocketGuard. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Front

About Front

Front is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.

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PocketGuard

About PocketGuard

PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.

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