
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 Databricks integrations.
Creates a new Databricks cluster for processing tasks.
Create a directory by a path.
This action deletes a job by ID.
Creates a repo in the workspace and links it to the remote Git repo specified.
Delete a Repo
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Databricks and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Databricks triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Databricks 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 Databricks 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 Databricks 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.
Databricks is a cloud-based data platform that provides a collaborative environment for data engineering, data science, and machine learning. It offers a unified analytics platform that simplifies data processing and enables organizations to build and deploy AI models at scale. With its powerful integration capabilities, Databricks allows teams to work together seamlessly, accelerating innovation and driving data-driven decision-making.
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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