Connect HappyFox and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
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 HappyFox and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Runs when new ticket is created
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).
Do thisActions
Action is the task that follows automatically within your HappyFox integrations.
Create Ticket
Create a ticket
List Categories
List help desk categories
List Ticket Priorities
List ticket priority levels
List Agents
List support agents
List Contacts
List all help desk contacts
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 HappyFox and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in HappyFox triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how HappyFox 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 HappyFox 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 HappyFox 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 HappyFox
HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!
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.
Learn More
