Connect AirOps 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.
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 AirOps integrations.
Retrieve all apps
Retrieve all apps in your account
Retrieve an App
Retrieve detail of an app by it's ID
Retrieve an execution
Retrieve an Execution by it's ID
Retrieve all executions
Retrieve all executions up till now
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.
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Frequently Asked Questions
To start, connect both your AirOps and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in AirOps triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how AirOps 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 AirOps 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 AirOps 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 AirOps
AirOps lets you build and scale powered AI Workflows and Agents starting from templates for a range of use cases including Long-form content generation, Document reformatting, Real-time performant APIs and more.
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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