Connect Iterate and Ploomes
Integrate Iterate with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Custom Field in Ploomes when When a survey question is answered in Iterate
Update contact in Ploomes when When a survey question is answered in Iterate
Find contact in Ploomes when When a survey question is answered in Iterate
Create Deal in Ploomes when When a survey question is answered in Iterate
Update Deal in Ploomes when When a survey question is answered in Iterate
Popular Iterate + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Iterate
When this happens...
When a survey question is answered
When a survey response is submitted
Choose an action
Ploomes
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
Create Custom Field in Ploomes when When a survey question is answered in Iterate
Use this flowUpdate contact in Ploomes when When a survey question is answered in Iterate
Use this flowFind contact in Ploomes when When a survey question is answered in Iterate
Use this flowCreate Deal in Ploomes when When a survey question is answered in Iterate
Use this flowUpdate Deal in Ploomes when When a survey question is answered in Iterate
Use this flowFind Deals in Ploomes when When a survey question is answered in Iterate
Use this flowCreate document in Ploomes when When a survey question is answered in Iterate
Use this flowUpdate document in Ploomes when When a survey question is answered in Iterate
Use this flowGet document by ID from Ploomes by ID when When a survey question is answered in Iterate
Use this flowList All Documents from Ploomes when When a survey question is answered in Iterate
Use this flowSupported Triggers & Actions
Everything you can automate between Iterate and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
When a survey question is answered
Runs the workflow automatically whenever a question in the selected survey is answered.
When a survey response is submitted
Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.
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.
Do thisActions
Action is the task that follows automatically within your Iterate integrations.
Add User to Survey
Add user to a survey
List Surveys
Show all survey forms
Get Survey Responses
Retrieve responses for a survey
Get Survey Stats
Get survey response statistics
Search User
Find user by email/ID/property
Anonymize User
Remove a user's personal data
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Iterate and Ploomes accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Iterate and Ploomes as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Ploomes. No coding required.
Yes. You can set up a workflow where Iterate triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Iterate. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Iterate and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Iterate and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
