Connect 8x8 and Ploomes to Build Intelligent Automations

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8x8

When this happens...

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Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New SMS Event

New SMS Event

Trigger's when any sms event occur.

Create Deal

Create Deal

Triggers when new deal is created in Ploomes.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

New Contact

New Contact

Add a new contact to Ploomes CRM using the provided contact details.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Create Document

Create Document

Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).

Do thisActions

Action is the task that follows automatically within your 8x8 integrations.

Send SMS

Send SMS

Send a sms.

Create Custom Field

Create Custom Field

Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

Update contact

Update contact

Update an existing contact by ID with new details and custom fields.

Find contact

Find contact

Find a contact by ID or return your full contact list when no ID is provided.

Create Deal

Create Deal

Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.

Update Deal

Update Deal

Updates a Deal

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Frequently Asked Questions

How do I start an integration between 8x8 and Ploomes?

To start, connect both your 8x8 and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in 8x8 triggers actions in Ploomes (or vice versa).

Can we customize how data from 8x8 is recorded in Ploomes?

Absolutely. You can customize how 8x8 data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.

How often does the data sync between 8x8 and Ploomes?

The data sync between 8x8 and Ploomes 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 8x8 to Ploomes?

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 8x8 and Ploomes?

Yes, you can set conditional logic to control the flow of data between 8x8 and Ploomes. 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.

8x8

About 8x8

8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations

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Ploomes

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.

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