Connect LiveAgent and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Choose an Action
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
Ready to use LiveAgent and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
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 LiveAgent integrations.
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
Remove Customer From Group
Removes customer form a particular group.
List Companies
Retrieve list of companies
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Frequently Asked Questions
To start, connect both your LiveAgent and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how LiveAgent 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 LiveAgent 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 LiveAgent 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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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