Connect Keka and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee Added
Choose an Action
Automatically do this!
Create Custom Field
Update contact
Get contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
Ready to use Keka and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee Added
Triggered when a new employee is added to Keka.
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).
Do thisActions
Action is the task that follows automatically within your Keka integrations.
Deactivate Employee
Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.
List leave types
List all leave types in your Keka account.
List All Employee Salary Details
Search Employee Salary Details by Employee Number
List Employee Documents
Get documents for one or more employees by email or employee ID. Optionally filter by document type.
List document types
Lists all document types in your Keka account, including each type's fields and whether they are required.
List All Attendance Records
Retrieve attendance records for specified employees (search by name or employee IDs) within an optional date range.
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Frequently Asked Questions
To start, connect both your Keka and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Keka triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Keka 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 Keka 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 Keka 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 Keka
Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
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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