
When this happens...
New Transfer
New Subscription
Cancel Subscription
New Transactions

Automatically do this!
Create Contact
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new transfer is added.
Retrieve subscriptions created since the last scheduled check.
Retrieve subscriptions that were cancelled within the recent time window.
Triggers when a new transaction is added.
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Action is the task that follows automatically within your Flutterwave integrations.
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create a recurring payment plan that charges customers a fixed amount at a chosen interval, optionally for a specified duration.
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Flutterwave and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Flutterwave 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 Flutterwave 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 Flutterwave 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.
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
Learn MorePloomes 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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