Automate ponto finance workflows
Use ponto to sync balances to Sheets, match incoming payments in HubSpot, and flag reconciliation gaps in Slack before month-end closes.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in ponto.
Update records in ponto automatically when data changes in the apps your team already uses.
Log ponto activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate ponto
Ready-made flows built with ponto — preview one, then make it yours.
Available Events and Actions
Enable Integrations or automations with these events of ponto
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your ponto integrations.
Create Payment
Create a payment from a connected bank account, including amount, currency, creditor details, and optional execution date.
Retrieve Payment Details
Retrieve details for a specific payment on an account.
List Accounts
List connected accounts and choose which fields and how many accounts to return.
List Transactions
Retrieve transactions for a selected account. Configure page limit, cursors, selected fields, or fetch all.
Real-world use cases of ponto integrations
See how ponto integrates with popular apps to automate tasks and streamline your workflow.
Sync ponto transaction updates to Google Sheets for daily cash flow reporting.
Post ponto balance changes to Slack when a bank account dips below target.
Create HubSpot company notes when ponto matches incoming payments to open invoices.
Log ponto settlement data in Airtable for month-end reconciliation reviews.
Update your CRM with ponto account activity when a customer opens a new bank connection.
Route ponto payment exceptions to your chat tool for finance follow-up.
How to get started with ponto automations
Automate when something happens in ponto
Login -> Create new flow -> Select trigger -> Search ponto -> Choose the trigger from the list
Take action in ponto when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search ponto -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
It takes transaction and balance data from Ponto and uses viaSocket workflows to update your apps automatically — for example, reconciling invoices, sending receipts, creating reports, or firing alerts when balances change.
No. viaSocket provides prebuilt connectors and a visual workflow builder so non-technical staff can map Ponto events (transactions, balances, webhooks) to actions in accounting, CRM, or reporting tools. Developers can extend if needed.
Yes. viaSocket can add AI to Ponto workflows for tasks like automatic transaction categorization, anomaly detection, or suggested reconciliation matches. AI speeds rule creation and reduces manual review of exceptions.
Ponto is a licensed product built for European banks; viaSocket uses secure connectors and standard data protections. Workflows can be restricted to necessary data only to stay GDPR and corporate policy compliant.
About ponto
Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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