Connect Bland.ai and Ploomes to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Web Agent Created

Web Agent Created

Get web agent created within schedule time

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 Bland.ai integrations.

Create Prompt

Create Prompt

Create and store a prompt for future use.

Create Pathway

Create Pathway

Create a new conversational pathway.

Get All Pathways Information

Get All Pathways Information

Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.

Get Single Pathway Information

Get Single Pathway Information

Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.

Update Pathway

Update Pathway

Update a conversational pathway's fields - including name, description, nodes and edges.

Delete Pathway

Delete Pathway

Delete your conversational pathway.

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Frequently Asked Questions

How do I start an integration between Bland.ai and Ploomes?

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

Can we customize how data from Bland.ai is recorded in Ploomes?

Absolutely. You can customize how Bland.ai 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 Bland.ai and Ploomes?

The data sync between Bland.ai 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 Bland.ai 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 Bland.ai and Ploomes?

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

Bland.ai

About Bland.ai

Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.

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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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