Connect Docmaker and Ploomes
Integrate Docmaker with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Docmaker + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Docmaker
When this happens...
- Request a new Trigger for Docmaker
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
Fill Out PDF Form in Docmaker when Create Deal in Ploomes
Use this flowPrint PDF From Webpage in Docmaker when Create Deal in Ploomes
Use this flowFill Out PDF Form in Docmaker when Deal Updated in Ploomes
Use this flowPrint PDF From Webpage in Docmaker when Deal Updated in Ploomes
Use this flowFill Out PDF Form in Docmaker when New Contact in Ploomes
Use this flowPrint PDF From Webpage in Docmaker when New Contact in Ploomes
Use this flowFill Out PDF Form in Docmaker when Contact Updated in Ploomes
Use this flowPrint PDF From Webpage in Docmaker when Contact Updated in Ploomes
Use this flowFill Out PDF Form in Docmaker when Create Document in Ploomes
Use this flowPrint PDF From Webpage in Docmaker when Create Document in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Docmaker and Ploomes.
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 Docmaker integrations.
Create PDF From Docx Template
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
Fill Out PDF Form
Fills a pdf form
Print PDF From Webpage
Print webpages, based on URLs, to create pdf documents.
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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AI will build it for you
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 Docmaker
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
Learn more
About 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 Docmaker 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 Docmaker 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 Docmaker triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Docmaker. 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 Docmaker and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docmaker 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.
