Connect Klipfolio and Ploomes
Integrate Klipfolio with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when Create Deal in Ploomes
Delete User from Group in Klipfolio when Create Deal in Ploomes
Reset Password operation in Klipfolio when Create Deal in Ploomes
Resend Invitation in Klipfolio when Create Deal in Ploomes
Create/Update User Properties in Klipfolio when Create Deal in Ploomes
Popular Klipfolio + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Klipfolio
When this happens...
- Request a new Trigger for Klipfolio
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
Add User to Group in Klipfolio when Create Deal in Ploomes
Use this flowDelete User from Group in Klipfolio when Create Deal in Ploomes
Use this flowReset Password operation in Klipfolio when Create Deal in Ploomes
Use this flowResend Invitation in Klipfolio when Create Deal in Ploomes
Use this flowCreate/Update User Properties in Klipfolio when Create Deal in Ploomes
Use this flowDelete User Properties in Klipfolio when Create Deal in Ploomes
Use this flowAssign User to Role in Klipfolio when Create Deal in Ploomes
Use this flowRemove User from Role in Klipfolio when Create Deal in Ploomes
Use this flowDelete User Tab Instance in Klipfolio when Create Deal in Ploomes
Use this flowAdd a user to the role in Klipfolio when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio and Ploomes.
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 Klipfolio integrations.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
Delete User Properties
Delete User Properties.
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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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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio 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 Klipfolio 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 Klipfolio triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Klipfolio. 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 Klipfolio and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klipfolio 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.
