Connect ProofHub and PocketSmith
Integrate ProofHub with PocketSmith to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when New Discussion Or Topic Created in ProofHub
Update Budget in PocketSmith when New Discussion Or Topic Created in ProofHub
Get User Account from PocketSmith when New Discussion Or Topic Created in ProofHub
Get Account from PocketSmith when New Discussion Or Topic Created in ProofHub
Get Budget Summary from PocketSmith when New Discussion Or Topic Created in ProofHub
Popular ProofHub + PocketSmith flows
Start from a real workflow other teams are already running.
Choose a trigger
ProofHub
When this happens...
New Discussion Or Topic Created
New Task Is Added
Task or Subtask Updated
New Project Is Created
Project Updated
New Person Is Added
Person Is Updated
New Todo List Is Created
New Event Or Milestone Is Created
Event Or Milestone Is Updated
New Notebook Is Created
New Note Created
Note Is Updated
New Timesheet Entry Is Created
New Announcement Created
Time Entry Created
New Task or Subtask Created
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 Discussion Or Topic Created in ProofHub
Use this flowUpdate Budget in PocketSmith when New Discussion Or Topic Created in ProofHub
Use this flowGet User Account from PocketSmith when New Discussion Or Topic Created in ProofHub
Use this flowGet Account from PocketSmith when New Discussion Or Topic Created in ProofHub
Use this flowGet Budget Summary from PocketSmith when New Discussion Or Topic Created in ProofHub
Use this flowFind Transactions in PocketSmith when New Discussion Or Topic Created in ProofHub
Use this flowCreate Category in Pocketsmith when New Discussion Or Topic Created in ProofHub
Use this flowUpdate Transaction in Pocketsmith when New Discussion Or Topic Created in ProofHub
Use this flowDelete Transaction in Pocketsmith when New Discussion Or Topic Created in ProofHub
Use this flowCreate Budget Event in Pocketsmith when New Discussion Or Topic Created in ProofHub
Use this flowSupported Triggers & Actions
Everything you can automate between ProofHub and PocketSmith.
When this happensTriggers
A trigger is an event that starts a workflow.
New Discussion Or Topic Created
Runs when new discussion or topic is created
New Task Is Added
Runs when new task is added
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
New Project Is Created
Runs when New Project Is Created
Project Updated
Runs when a project is updated
New Person Is Added
Runs when New Person Is Added
Do thisActions
Action is the task that follows automatically within your ProofHub integrations.
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Create Comment
Add a comment to a project task or topic.
Update Task
Updates a task or subtask and optionally marks it as complete.
Delete Task
Deletes a task or subtask.
Create Announcement
Create an announcement to notify selected users now or at a scheduled time.
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 ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ProofHub 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 ProofHub 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 ProofHub triggers actions in PocketSmith, and a separate workflow where PocketSmith triggers actions in ProofHub. 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 ProofHub and PocketSmith. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ProofHub 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.
