viaSocket

Connect Maybe and Ploomes to Build Intelligent Automations

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Maybe

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Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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).

Update Document

Update Document

Modify an existing document in Ploomes CRM to change its content or metadata.

Request a new Trigger for Maybe

Do thisActions

Action is the task that follows automatically within your Maybe integrations.

Create User

Create User

Create a new user.

Create Task

Create Task

Create a new task.

List Tasks

List Tasks

Retrieve all the tasks.

Delete Task

Delete Task

Delete a specific task.

Update Task

Update Task

Update the specific task.

Find Task

Find Task

Retrieve the details of a specific task.

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Frequently Asked Questions

How do I start an integration between Maybe and Ploomes?

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

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

Absolutely. You can customize how Maybe 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 Maybe and Ploomes?

The data sync between Maybe 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 Maybe 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 Maybe and Ploomes?

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

Maybe

About Maybe

Maybe* is a tool that helps organisations listen and engage with their customers through social media, benchmark their results, and optimise the ROI of their activity.

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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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