Connect Botbiz and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Botbiz
Choose an Action
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
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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 Botbiz integrations.
Send Template Message
Send template WhatsApp message to any mobile number.
Get Conversation
Get Conversation of particular subscriber.
Send WhatsApp Message
Send WhatsApp message to any mobile number.
Create Subscriber
Create a Subscriber/Contact.
Assign Labels To Subscriber
Assign multiple labels to Subscriber.
Get Subscriber
Get Subscriber Using subscriber Phone Number.
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Frequently Asked Questions
To start, connect both your Botbiz and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Botbiz triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Botbiz 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 Botbiz 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 Botbiz 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 Botbiz
Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
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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