When this happens...
Web Agent Created

Automatically do this!
Create Custom Field
Update contact
Get contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
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When this happensTriggers
A trigger is an event that starts a workflow.
Get web agent created within schedule time
Triggers when new deal is created in Ploomes.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Add a new contact to Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Action is the task that follows automatically within your Bland.ai integrations.
Create and store a prompt for future use.
Create a new conversational pathway.
Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.
Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.
Update a conversational pathway's fields - including name, description, nodes and edges.
Delete your conversational pathway.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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).
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.
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.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
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 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.
Learn MorePloomes 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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