Connect Kadoa and Ploomes to Build Intelligent Automations

Choose a Trigger

Kadoa

When this happens...

Choose an Action

Ploomes

Automatically do this!

Ready to use Kadoa and Ploomes automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Workflow Data

Workflow Data

Triggered when a workflow data is updated.

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.

Create Document

Create Document

Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).

Do thisActions

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

Create Custom Field

Create Custom Field

Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

Update contact

Update contact

Update an existing contact by ID with new details and custom fields.

Find contact

Find contact

Find a contact by ID or return your full contact list when no ID is provided.

Create Deal

Create Deal

Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.

Update Deal

Update Deal

Updates a Deal

Find Deals

Find Deals

Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.

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Frequently Asked Questions

How do I start an integration between Kadoa and Ploomes?

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

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

Absolutely. You can customize how Kadoa 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 Kadoa and Ploomes?

The data sync between Kadoa 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 Kadoa 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 Kadoa and Ploomes?

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

Kadoa

About Kadoa

Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.

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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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