Connect lemcal and Ploomes to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting

New Meeting

Triggers when a new meeting is booked

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 lemcal 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 Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).

Get Contact

Get Contact

Retrieve a Ploomes contact by the provided Contact Id. Returns the contact record or a 'No contact found' message.

Create Deal

Create Deal

Create a new deal in Ploomes with title, contact, stage, currency, amount, owner and optional custom fields; returns the created deal record.

Update Deal

Update Deal

Updates a Deal

Get Deal

Get Deal

Retrieve a Ploomes deal by Deal Id and return its details plus related records (contact, person, stage, tasks, documents).

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Frequently Asked Questions

How do I start an integration between lemcal and Ploomes?

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

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

Absolutely. You can customize how lemcal 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 lemcal and Ploomes?

The data sync between lemcal 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 lemcal 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 lemcal and Ploomes?

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

lemcal

About lemcal

Lemcal is a comprehensive calendar management tool designed to streamline scheduling, event planning, and time management. It offers features such as event reminders, shared calendars, and integration with other productivity tools to enhance your organizational efficiency.

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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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