Connect Harpoon and Ploomes to Build Intelligent Automations

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Harpoon

When this happens...

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Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when new client created.

New Project

New Project

Triggers when there is a new project.

New Expense Category

New Expense Category

Trigerrs when there is a new expense category.

Create Deal

Create Deal

Triggers when new deal is created in Ploomes.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

New Contact

New Contact

Add a new contact to Ploomes CRM using the provided contact details.

Do thisActions

Action is the task that follows automatically within your Harpoon integrations.

List All Clients

List All Clients

Get all the clients.

Get a client

Get a client

View a client’s details.

Create Client

Create Client

Creates a new client.

Create Expense

Create Expense

Create a new expense.

Create Expense Category

Create Expense Category

Creates a new Expense Category.

Create Project

Create Project

Create a new Project.

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Frequently Asked Questions

How do I start an integration between Harpoon and Ploomes?

To start, connect both your Harpoon and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in Ploomes (or vice versa).

Can we customize how data from Harpoon is recorded in Ploomes?

Absolutely. You can customize how Harpoon 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.

How often does the data sync between Harpoon and Ploomes?

The data sync between Harpoon and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Harpoon to Ploomes?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Harpoon and Ploomes?

Yes, you can set conditional logic to control the flow of data between Harpoon 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.

Harpoon

About Harpoon

Harpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.

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Ploomes

About 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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