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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your Greip integrations.
Asn Lookup
Fetches the details of a given AS Number.
Bin Lookup
Fetches the details of a Bank Identification Number.
Detect Profanity
Detects profanity in a given text.
Email Validation
Checks if email is considered as Spam/Fake.
Phone Validation
Validates a given phone number.
Ip Lookup
Lookup an IP Address.
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Frequently Asked Questions
To start, connect both your Greip and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Greip triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Greip 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 Greip 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 Greip 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 Greip
Greip utilizes cutting-edge technology to deploy AI-Powered modules for preventing payment fraud.
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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