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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 Airtop integrations.
Create Session
Creates an Airtop browser session.
Terminate Session
Terminate a session
Create New Browser Window
Creates a new browser window inside a session. Can load a URL when created.
Load URL
Loads a URL on an existing window.
Click an Element
Executes a click on an element given a description
Get Browser Window Info
Get browser window information including a Live View URL.
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Frequently Asked Questions
To start, connect both your Airtop and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtop triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Airtop 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 Airtop 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 Airtop 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 Airtop
Airtop is an innovative AI-powered platform designed to enhance productivity and streamline workflows. By leveraging advanced artificial intelligence technologies, Airtop offers tools and solutions that cater to various business needs, enabling users to automate tasks, analyze data, and improve decision-making processes.
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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