
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new deal is created in Ploomes.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Add a new contact to Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Modify an existing document in Ploomes CRM to change its content or metadata.
Action is the task that follows automatically within your Lingoes.ai integrations.
Ready multilingual and multi-domain NLP model for classifying your texts with class labels defined by you. Can be used for multiple different classification use cases like sentiment analysis, category identification, and intent detection.
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update an existing contact by ID with new details and custom fields.
Find a contact by ID or return your full contact list when no ID is provided.
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Updates a Deal

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To start, connect both your Lingoes.ai and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Lingoes.ai triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Lingoes.ai 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 Lingoes.ai 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 Lingoes.ai 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.
Lingoes.ai is an advanced AI-powered language processing tool designed to assist users in translating, understanding, and generating text across multiple languages. It leverages cutting-edge artificial intelligence to provide accurate translations, language learning support, and text analysis, making it an essential tool for both personal and professional use.
Learn MorePloomes 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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