Connect Demio and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Demio
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
Ready to use Demio and Ploomes automations
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 Demio integrations.
Register Attendee
Registers an attendee for a Demio event or webinar and returns a unique join link for the registrant.
List Event Date Participants
Retrieves the list of participants for a specific Demio event session.
Get Event Details
Returns details for a specific Demio event, including its session dates, registration URL, and next scheduled session.
List Events
Returns all your active Demio webinar events, ordered by the next scheduled session.
Get Event Session Details
Retrieves detailed information about a specific session of a Demio event.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
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Frequently Asked Questions
To start, connect both your Demio and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Demio triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Demio 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 Demio 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 Demio 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 Demio
Demio is a webinar and online events platform designed for marketers and businesses. It enables easy event hosting, attendee registration, session management, and engagement tracking with powerful analytics and automation integrations.
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.
Learn More
