Connect Flow and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Completed
New Project
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 Flow and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
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 Flow integrations.
Create Task
Creates a new task in GetFlow Account.
list task
get a task in flow.
Get List
get a List in flow.
List workspaces
get a workspaces in flow.
List memberships
get a memberships in flow.
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 Flow and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Flow 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 Flow 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 Flow 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 Flow
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
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.
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