Connect Eledo and Ploomes to Build Intelligent Automations

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Eledo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Deal

Create Deal

Triggers when new deal is created in Ploomes.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

New Contact

New Contact

Add a new contact to Ploomes CRM using the provided contact details.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Create Document

Create Document

Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).

Update Document

Update Document

Modify an existing document in Ploomes CRM to change its content or metadata.

Request a new Trigger for Eledo

Do thisActions

Action is the task that follows automatically within your Eledo integrations.

Generate PDF Document

Generate PDF Document

Create a PDF from an Eledo template and return a download link. Optionally make the file temporary for one-time download.

Create Custom Field

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 contact

Update an existing contact by ID with new details and custom fields.

Find contact

Find contact

Find a contact by ID or return your full contact list when no ID is provided.

Create Deal

Create Deal

Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.

Update Deal

Update Deal

Updates a Deal

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Frequently Asked Questions

How do I start an integration between Eledo and Ploomes?

To start, connect both your Eledo and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Eledo triggers actions in Ploomes (or vice versa).

Can we customize how data from Eledo is recorded in Ploomes?

Absolutely. You can customize how Eledo 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.

How often does the data sync between Eledo and Ploomes?

The data sync between Eledo and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Eledo to Ploomes?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Eledo and Ploomes?

Yes, you can set conditional logic to control the flow of data between Eledo 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.

Eledo

About Eledo

Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.

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Ploomes

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.

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