Connect Hedy AI and PocketSmith
Integrate Hedy AI with PocketSmith to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when New Highlight Created in Hedy AI
Update Budget in PocketSmith when New Highlight Created in Hedy AI
Get User Account from PocketSmith when New Highlight Created in Hedy AI
Get Account from PocketSmith when New Highlight Created in Hedy AI
Get Budget Summary from PocketSmith when New Highlight Created in Hedy AI
Popular Hedy AI + PocketSmith flows
Start from a real workflow other teams are already running.
Choose a trigger
Hedy AI
When this happens...
New Highlight Created
Session Ends
Choose an action
PocketSmith
Automatically do this!
Create Transaction
Update Budget
Get User Account
Get Account
Get Budget Summary
Find Transactions
Create Category
Update Transaction
Delete Transaction
Create Budget Event
Create Transaction in Pocketsmith when New Highlight Created in Hedy AI
Use this flowUpdate Budget in PocketSmith when New Highlight Created in Hedy AI
Use this flowGet User Account from PocketSmith when New Highlight Created in Hedy AI
Use this flowGet Account from PocketSmith when New Highlight Created in Hedy AI
Use this flowGet Budget Summary from PocketSmith when New Highlight Created in Hedy AI
Use this flowFind Transactions in PocketSmith when New Highlight Created in Hedy AI
Use this flowCreate Category in Pocketsmith when New Highlight Created in Hedy AI
Use this flowUpdate Transaction in Pocketsmith when New Highlight Created in Hedy AI
Use this flowDelete Transaction in Pocketsmith when New Highlight Created in Hedy AI
Use this flowCreate Budget Event in Pocketsmith when New Highlight Created in Hedy AI
Use this flowSupported Triggers & Actions
Everything you can automate between Hedy AI and PocketSmith.
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation, and meeting minutes, by session ID.
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create or Update Session Context
Create a session context or update its title, content, and default setting.
List Sessions
List all meeting sessions or retrieve a specific session by ID.
List Topics
List all topics and optionally return only selected response fields.
Create Topic
Create a new topic.
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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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
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About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hedy AI and PocketSmith 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 Hedy AI and PocketSmith 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 PocketSmith. No coding required.
Yes. You can set up a workflow where Hedy AI triggers actions in PocketSmith, and a separate workflow where PocketSmith triggers actions in Hedy AI. 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 Hedy AI and PocketSmith. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hedy AI and PocketSmith integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
