Connect Ideanote and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ideas
Recently Updated Ideas
New Comment on Idea
Idea Phase Changed
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 Ideanote and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ideas
Triggers when a new idea is created.
Recently Updated Ideas
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
New Comment on Idea
Runs when new comment is created.
Idea Phase Changed
Runs when idea phase changed.
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.
Do thisActions
Action is the task that follows automatically within your Ideanote integrations.
Create Idea
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Create/Invite User
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
List Ideas
List all ideas details.
List Idea Comments
Retrieve comments for an idea
List Users
List all users details.
List Missions
Retrieve list of missions.
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Frequently Asked Questions
To start, connect both your Ideanote and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Ideanote 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 Ideanote 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 Ideanote 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 Ideanote
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
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
