
When this happens...
New Customer
Updated Customer

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Trigger when an existing customer is updated.
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.
Action is the task that follows automatically within your GorillaDesk integrations.
Adds a new customer to GorillaDesk.
Adds a new lead to GorillaDesk.
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company for the account.
Get all users form GorillaDesk.
Get all customer form GorillaDesk.

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To start, connect both your GorillaDesk and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in GorillaDesk triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how GorillaDesk 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 GorillaDesk 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 GorillaDesk 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.
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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.
Learn More