Connect Mokaform and PocketSmith
Integrate Mokaform with PocketSmith to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Budget in PocketSmith when New Form Submission in Mokaform
Get Account from PocketSmith when New Form Submission in Mokaform
Get Budget Summary from PocketSmith when New Form Submission in Mokaform
Find Transactions in PocketSmith when New Form Submission in Mokaform
Create Category in Pocketsmith when New Form Submission in Mokaform
Popular Mokaform + PocketSmith flows
Start from a real workflow other teams are already running.
Choose a trigger
Mokaform
When this happens...
New Form Submission
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
Update Budget in PocketSmith when New Form Submission in Mokaform
Use this flowGet Account from PocketSmith when New Form Submission in Mokaform
Use this flowGet Budget Summary from PocketSmith when New Form Submission in Mokaform
Use this flowFind Transactions in PocketSmith when New Form Submission in Mokaform
Use this flowCreate Category in Pocketsmith when New Form Submission in Mokaform
Use this flowCreate Budget Event in Pocketsmith when New Form Submission in Mokaform
Use this flowCreate Transaction in Pocketsmith when New Form Submission in Mokaform
Use this flowGet User Account from PocketSmith when New Form Submission in Mokaform
Use this flowUpdate Transaction in Pocketsmith when New Form Submission in Mokaform
Use this flowDelete Transaction in Pocketsmith when New Form Submission in Mokaform
Use this flowSupported Triggers & Actions
Everything you can automate between Mokaform and PocketSmith.
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when a new form response is submitted
Do thisActions
Action is the task that follows automatically within your Mokaform 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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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 Mokaform
Mokaform is a versatile platform designed for creating and managing online forms and surveys, enabling users to collect data efficiently and effectively.
Learn moreAbout 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 Mokaform 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 Mokaform 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 Mokaform triggers actions in PocketSmith, and a separate workflow where PocketSmith triggers actions in Mokaform. 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 Mokaform and PocketSmith. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mokaform 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.
