
When this happens...

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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When this happensTriggers
A trigger is an event that starts a workflow.
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).
Modify an existing document in Ploomes CRM to change its content or metadata.
Action is the task that follows automatically within your Cohere AI integrations.
Splits input text into smaller units called tokens.
This endpoint converts code tokens that use byte-pair encoding into normal text.
This endpoint generates text embeddings, numerical lists that represent text meaning.
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update an existing contact by ID with new details and custom fields.
Find a contact by ID or return your full contact list when no ID is provided.

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To start, connect both your Cohere AI and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Cohere AI triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Cohere 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 Cohere 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 Cohere 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.
Cohere AI offers cutting-edge natural language processing solutions, enabling developers to integrate advanced AI-powered text understanding and generation into their applications.
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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