Connect Pyrus and PocketGuard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pyrus
Choose an Action
Automatically do this!
- Request a new Action for PocketGuard
Enable Integrations or automations with these events of Pyrus and PocketGuard
Enable Integrations or automations with these events of Pyrus and PocketGuard
Actions
Create Simple Task
Creates a simple task with contacts
Get Forms
Get an existing form details by it's form id.
Create Task With Form
Creates a new task With an existing Form.
Delete Task
Delete task by task id.
Add Member
Add a new team member.
List Forms
Returns a description of all the forms in which the current user is a manager or a member.
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Frequently Asked Questions
To start, connect both your Pyrus and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Pyrus triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how Pyrus 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.
The data sync between Pyrus and PocketGuard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pyrus 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.
About Pyrus
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
Learn MoreAbout 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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