Put PocketSuite to work with AI and enterprise-grade automation
Automate smarter with PocketSuite and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
LeadConnector
Marketing Automation
Facebook Lead Ads
Ads & Conversion, Facebook
Mailchimp
Marketing Automation
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Square
eCommerce, Payment Processing
HubSpot
Marketing Automation
Gravity Forms
Forms & Surveys, WordPress
Flodesk
Email Newsletters
LeadConnector
Marketing Automation
Facebook Lead Ads
Ads & Conversion, Facebook
Mailchimp
Marketing Automation
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Square
eCommerce, Payment Processing
LeadConnector
Marketing Automation
Facebook Lead Ads
Ads & Conversion, Facebook
Mailchimp
Marketing Automation
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Square
eCommerce, Payment Processing
HubSpot
Marketing Automation
Gravity Forms
Forms & Surveys, WordPress
Flodesk
Email Newsletters
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Booking Completed
Triggers when a booking is completed.
Try ItTriggerInstant - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - Payment Received
Triggers when a payment is received.
Try ItTriggerInstant - Subaccount Updated
Triggers when an existing subaccount is updated.
Try ItTriggerInstant
- Booking Created
Triggers when a new booking is created (includes recurring appointment instances).
Try ItTriggerInstant - Client Updated
Triggers when an existing client is updated.
Try ItTriggerInstant - Subaccount Created
Triggers when a new subaccount is created.
Try ItTriggerInstant - Client Email
- Client Phone
- NoteRequired
- Title
ActionWrite
For builders
Let your AI safely access PocketSuite
Go beyond Zap workflows. Install Zapier in your AI to call PocketSuite actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in PocketSuite from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose PocketSuite actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a PocketSuite connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "pocketsuite", owner: "me" });
await zapier.runAction({
app: 'pocketsuite',
action: 'add_client_note',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
PocketSuite Help & Support
Common questions
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