Connect Discourse and Ploomes
Integrate Discourse with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Discourse + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Discourse
When this happens...
Fetch New Posts
Choose an action
Ploomes
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
Update Deal in Ploomes when Fetch New Posts from Discourse
Use this flowList All Documents from Ploomes when Fetch New Posts from Discourse
Use this flowCreate Post on Discourse when Create Deal in Ploomes
Use this flowCreate Discourse User in Discourse when Create Deal in Ploomes
Use this flowCreate Tag Group in Discourse when Create Deal in Ploomes
Use this flowCreate Post on Discourse when Deal Updated in Ploomes
Use this flowCreate Discourse User in Discourse when Deal Updated in Ploomes
Use this flowCreate Tag Group in Discourse when Deal Updated in Ploomes
Use this flowCreate Post on Discourse when New Contact in Ploomes
Use this flowCreate Discourse User in Discourse when New Contact in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Discourse and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch New Posts
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
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).
Do thisActions
Action is the task that follows automatically within your Discourse integrations.
Create Post
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create Discourse User
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.
Create Tag Group
Creates a new tag group in Discourse.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update contact
Update an existing contact by ID with new details and custom fields.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Discourse
Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user 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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Discourse and Ploomes accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Discourse and Ploomes as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Ploomes. No coding required.
Yes. You can set up a workflow where Discourse triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Discourse. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Discourse and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Discourse and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
