IntegrationsRotaCloudPocketGuard
RotaCloud + PocketGuard

Connect RotaCloud and PocketGuard to Build Intelligent Automations

Choose a Trigger

RotaCloud

When this happens...

Choose an Action

PocketGuard

Automatically do this!

Enable Integrations or automations with these events of RotaCloud and PocketGuard

Enable Integrations or automations with these events of RotaCloud and PocketGuard

Actions

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

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Frequently Asked Questions

How do I start an integration between RotaCloud and PocketGuard?

To start, connect both your RotaCloud and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in RotaCloud triggers actions in PocketGuard (or vice versa).

Can we customize how data from RotaCloud is recorded in PocketGuard?

Absolutely. You can customize how RotaCloud 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.

How often does the data sync between RotaCloud and PocketGuard?

The data sync between RotaCloud and PocketGuard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from RotaCloud to PocketGuard?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between RotaCloud and PocketGuard?

Yes, you can set conditional logic to control the flow of data between RotaCloud 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.

RotaCloud

About RotaCloud

Automate and streamline your staff scheduling and time management with RotaCloud integration.

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PocketGuard

About 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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