Connect 36Blocks and Ploomes
Integrate 36Blocks with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular 36Blocks + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
36Blocks
When this happens...
- Request a new Trigger for 36Blocks
Choose an action
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Get all Companies from 36Blocks when Create Deal in Ploomes
Use this flowList Client Users from 36Blocks when Create Deal in Ploomes
Use this flowGet Company Members from 36Blocks when Create Deal in Ploomes
Use this flowGet User Details from 36Blocks when Create Deal in Ploomes
Use this flowLog Out All Users from 36Blocks when Create Deal in Ploomes
Use this flowGet all Companies from 36Blocks when Deal Updated in Ploomes
Use this flowList Client Users from 36Blocks when Deal Updated in Ploomes
Use this flowGet Company Members from 36Blocks when Deal Updated in Ploomes
Use this flowGet User Details from 36Blocks when Deal Updated in Ploomes
Use this flowLog Out All Users from 36Blocks when Deal Updated in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between 36Blocks and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your 36Blocks integrations.
Get all Companies
Gets all companies in a specified block.
List Client Users
Lists all users of the client.
Get Company Members
Retrieves all members of a company.
Get User Details
Gets a user's details using their ID or email.
Log Out All Users
Logs out all end-user sessions for a feature.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
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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AI will build it for you
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 36Blocks
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
Learn moreSimilar apps
About Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your 36Blocks and Ploomes 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 36Blocks and Ploomes 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 Ploomes. No coding required.
Yes. You can set up a workflow where 36Blocks triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in 36Blocks. 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 36Blocks and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 36Blocks and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
