Connect AgentX and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New conversation arrives
Get recent messages
Get recent agents
Fetch recent agent messages
Choose an Action
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
new document is created
Ready to use AgentX and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
Get recent agents
Returns agents created within the selected time window, newest first.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
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.
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
Send message to agent
Start a conversation with the selected agent and send your initial message.
Send a message
Send a message from the chosen Agent into an existing conversation so the Agent can reply.
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 an existing contact by ID with new details and custom fields.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
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Frequently Asked Questions
To start, connect both your AgentX and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how AgentX 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 AgentX 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 AgentX 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.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout 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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