Connect Hive and Ploomes to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Action

New Action

Retrieve actions in the selected project created since the specified time.

Updated Action

Updated Action

Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.

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.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Do thisActions

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

Create Action for Project

Create Action for Project

Create a new action (task) in a selected Hive project and set its scheduled date.

Create Message

Create Message

Post a new message to a Hive workspace group (container), with optional sender name, picture, and message color.

Copy Project

Copy Project

Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.

Update Action

Update Action

Change the status of an existing Hive action (e.g., To-Do, In Progress, Done).

Create Action for WorkSpace

Create Action for WorkSpace

Create a new Hive action (task) in the selected workspace with title, assignees, optional description, scheduled date, and project.

Trigger Action Temaplate

Trigger Action Temaplate

Apply a saved action template to a selected Hive action in a workspace.

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Frequently Asked Questions

How do I start an integration between Hive and Ploomes?

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

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

Absolutely. You can customize how Hive 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 Hive and Ploomes?

The data sync between Hive 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 Hive 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 Hive and Ploomes?

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

Hive

About Hive

Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.

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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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