Connect Routee and PocketGuard to Build Intelligent Automations

Choose a Trigger

Routee

When this happens...

Choose an Action

PocketGuard

Automatically do this!

Enable Integrations or automations with these events of Routee and PocketGuard

Enable Integrations or automations with these events of Routee and PocketGuard

Triggers

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

Request a new Trigger for Routee

Actions

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Request a new Action for Routee

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Frequently Asked Questions

How do I start an integration between Routee and PocketGuard?

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

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

Absolutely. You can customize how Routee 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 Routee and PocketGuard?

The data sync between Routee 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 Routee 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 Routee and PocketGuard?

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

Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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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.

Learn More