Connect Hubstaff and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Hubstaff
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
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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 Hubstaff integrations.
Create a Project
Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.
Create a Client
Create a new client in Hubstaff for a selected organization, including optional name, emails, phone, address, project associations, invoice notes, and net payment terms.
Create a To-Do
Create a task in a selected Hubstaff project and assign it to a team member.
List Organization
list all the organization
Get User
Get the user of HUbstaff.
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 Hubstaff and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Hubstaff triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Hubstaff 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 Hubstaff 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 Hubstaff 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 Hubstaff
Hubstaff is a time tracking software that helps remote managers see what their workers are doing and track time to specific projects. It also provides detailed reports and productivity analytics.
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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