Connect Deputy and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee
New Department
New Location
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 Deputy and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee
Trigger when there is a new employee in created.
New Department
Trigger when a new department created.
New Location
Trigger when new location in created.
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.
Do thisActions
Action is the task that follows automatically within your Deputy integrations.
Get Company
Get Company details
Add an employee
Create a new staff member.
Add a location
Create a new location.
Get timesheets
View a timesheet
Create a Department
create a new department
Start an employees timesheet
Start a shift for your staff.
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Frequently Asked Questions
To start, connect both your Deputy and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Deputy triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Deputy 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 Deputy 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 Deputy 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 Deputy
Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.
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
