
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
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 MailUp integrations.
List all country code
Create a new email message on the specified list.
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
Create a new text message on the specified list.
Send a message to a predefined group in the specified list.
Delete a text message of a specified list.

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To start, connect both your MailUp and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in MailUp triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how MailUp 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 MailUp 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 MailUp 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.
MailUp is a comprehensive email and SMS marketing platform designed to help businesses create, send, and analyze their marketing campaigns. With a user-friendly interface and powerful automation tools, MailUp enables users to reach their audience effectively and efficiently.
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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