
When this happens...
New or Updated Spreadsheet Row

Automatically do this!
Create Custom Field
Update contact
Get contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new row is added or modified in a spreadsheet.
Triggers when new deal is created in Ploomes.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Add a new contact to Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Action is the task that follows automatically within your Google Sheets integrations.
Update specific columns in a sheet row with new values.
Retrieve rows from a specified Google Sheets tab and return each row as an object (including _rowNumber and column values). Supports optional header rows, offset/limit paging, and listing from the last row; returns the next offset when available.
delete row from a specified sheet.
Add a new row to the selected sheet using the column values you provide.
Return rows from a Google Sheet that match a basic column-value lookup or an advanced filter prompt. Supports limiting results and searching from the last row.
Creates a new sheet by copying an existing sheet from a spreadsheet.

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To start, connect both your Google Sheets and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Google Sheets 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 Google Sheets 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 Google Sheets 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.
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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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